Fortis Capital Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Fortis Capital Advisors, LLC

$631 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 20, 2025	BUY	$47.33 - $47.92 $767,550 - $777,118	16,217 New	16,217 $772 Million

Others Institutions Holding SHM

# of Institutions

441

Shares Held

68.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

20M
Shares

$958 Million
0.07% of portfolio
Goldman Sachs Group Inc New York, NY

5.09M
Shares

$244 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

4.29M
Shares

$206 Million
0.04% of portfolio
Northwestern Mutual Wealth Management CO

2.84M
Shares

$136 Million
0.09% of portfolio
Envestnet Asset Management Inc

2.82M
Shares

$135 Million
0.04% of portfolio

About SPDR NUVEEN BLOOMBERG SHORT TE

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