Canvas Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Canvas Wealth Advisors, LLC

  • $389 Million
  • Q4 2024

A detailed history of Canvas Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 12,816 shares of SHM stock, worth $609,272. This represents 0.16% of its overall portfolio holdings.

Number of Shares
12,816
Previous 11,573 10.74%
Holding current value
$609,272
Previous $557,000 8.98%
% of portfolio
0.16%
Previous 0.16%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$47.26 - $48.18 $58,744 - $59,887
1,243 Added 10.74%
12,816 $607,000
Q3 2024

Oct 15, 2024
SELL
$47.01 - $48.2 $3,713 - $3,807
-79 Reduced 0.68%
11,573 $557,000
Q2 2024

Aug 01, 2024
SELL
$46.84 - $47.32 $4,637 - $4,684
-99 Reduced 0.84%
11,652 $549,000
Q1 2024

Apr 23, 2024
BUY
$47.44 - $47.9 $54,176 - $54,701
1,142 Added 10.76%
11,751 $557,000
Q4 2023

Jan 17, 2024
SELL
$46.12 - $47.85 $29,931 - $31,054
-649 Reduced 5.76%
10,609 $507,000
Q3 2023

Oct 24, 2023
SELL
$46.19 - $47.22 $4,572 - $4,674
-99 Reduced 0.87%
11,258 $520,000
Q2 2023

Jul 25, 2023
SELL
$46.54 - $47.72 $19,034 - $19,517
-409 Reduced 3.48%
11,357 $534,000
Q1 2023

Apr 28, 2023
SELL
$46.61 - $47.68 $49,779 - $50,922
-1,068 Reduced 8.32%
11,766 $559,000
Q4 2022

Jan 23, 2023
SELL
$45.97 - $47.2 $15,262 - $15,670
-332 Reduced 2.52%
12,834 $0
Q3 2022

Oct 28, 2022
SELL
$46.05 - $47.82 $379,682 - $394,275
-8,245 Reduced 38.51%
13,166 $606,000
Q2 2022

Jul 25, 2022
SELL
$46.52 - $47.45 $641,138 - $653,955
-13,782 Reduced 39.16%
21,411 $1.01 Million
Q1 2022

May 09, 2022
SELL
$47.3 - $49.17 $1.15 Million - $1.19 Million
-24,263 Reduced 40.81%
35,193 $1.64 Million
Q4 2021

Jan 19, 2022
BUY
$49.16 - $49.38 $67,447 - $67,749
1,372 Added 2.36%
59,456 $2.92 Million
Q3 2021

Oct 15, 2021
BUY
$49.4 - $49.69 $705,382 - $709,523
14,279 Added 32.6%
58,084 $2.87 Million
Q2 2021

Aug 02, 2021
BUY
$49.5 - $49.73 $1.08 Million - $1.09 Million
21,860 Added 99.61%
43,805 $2.17 Million
Q1 2021

Apr 26, 2021
BUY
$49.43 - $49.87 $1.08 Million - $1.09 Million
21,945 New
21,945 $1.09 Million

Others Institutions Holding SHM

# of Institutions
452
Shares Held
73.6M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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