Brio Consultants, LLC Spdr Nuveen Bloomberg Short Te Transaction History
Brio Consultants, LLC
- $706 Million
- Q3 2025
A detailed history of Brio Consultants, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Brio Consultants, LLC holds 82,810 shares of SHM stock, worth $3.97 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
82,810
Previous 84,338
1.81%
Holding current value
$3.97 Million
Previous $4.03 Million
0.99%
% of portfolio
0.57%
Previous 0.61%
Shares
17 transactions
Others Institutions Holding SHM
# of Institutions
441Shares Held
68.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC20MShares$958 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY5.09MShares$244 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA4.29MShares$206 Million0.04% of portfolio
-
Northwestern Mutual Wealth Management CO2.84MShares$136 Million0.09% of portfolio
-
Envestnet Asset Management Inc2.82MShares$135 Million0.04% of portfolio