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

Hb Wealth Management, LLC

$9.75 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$46.52 - $47.45 $552,611 - $563,658	-11,879 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$47.3 - $49.17 $561,876 - $584,090	11,879 New	11,879 $562,000

Others Institutions Holding SHM

# of Institutions

451

Shares Held

73.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

19.2M
Shares

$918 Million
0.08% of portfolio
Envestnet Asset Management Inc

5.87M
Shares

$281 Million
0.09% of portfolio
Wells Fargo & Company San Francisco, CA

4.82M
Shares

$231 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

4.76M
Shares

$228 Million
0.04% of portfolio
Mercer Global Advisors Inc Denver, CO

2.6M
Shares

$124 Million
0.3% of portfolio

About SPDR NUVEEN BLOOMBERG SHORT TE

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