Brown Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Brown Wealth Management, LLC

$282 Billion
Q4 2024

A detailed history of Brown Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Brown Wealth Management, LLC holds 16,385 shares of SHM stock, worth $778,942. This represents 0.28% of its overall portfolio holdings.

Number of Shares

16,385

Previous 15,056 8.83%

Holding current value

$778,942

Previous $725 Million 7.13%

% of portfolio

0.28%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$47.26 - $48.18 $62,808 - $64,031	1,329 Added 8.83%	16,385 $776 Million
Q3 2024 Nov 14, 2024	SELL	$47.01 - $48.2 $219,818 - $225,383	-4,676 Reduced 23.7%	15,056 $725 Million
Q2 2024 Aug 13, 2024	BUY	$46.84 - $47.32 $102,673 - $103,725	2,192 Added 12.5%	19,732 $931 Million
Q1 2024 May 13, 2024	SELL	$47.44 - $47.9 $229,894 - $232,123	-4,846 Reduced 21.65%	17,540 $832 Million
Q4 2023 Feb 14, 2024	BUY	$46.12 - $47.85 $134,578 - $139,626	2,918 Added 14.99%	22,386 $1.07 Billion
Q3 2023 Nov 14, 2023	SELL	$46.19 - $47.22 $1.03 Million - $1.06 Million	-22,349 Reduced 53.44%	19,468 $900 Million
Q2 2023 Aug 08, 2023	BUY	$46.54 - $47.72 $1.95 Million - $2 Million	41,817 New	41,817 $1.97 Billion

Others Institutions Holding SHM

# of Institutions

453

Shares Held

73.6M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
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Brown Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History