Capital Advisors Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Capital Advisors Wealth Management, LLC

  • $681 Million
  • Q3 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 35,773 shares of SHM stock, worth $1.71 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
35,773
Previous 28,539 25.35%
Holding current value
$1.71 Million
Previous $1.37 Million 26.3%
% of portfolio
0.25%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$47.76 - $48.46 $345,495 - $350,559
7,234 Added 25.35%
35,773 $1.72 Million
Q2 2025

Aug 13, 2025
BUY
$47.02 - $47.83 $1.34 Million - $1.37 Million
28,539 New
28,539 $1.37 Million

Others Institutions Holding SHM

# of Institutions
441
Shares Held
68.1M
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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