Heritage Wealth Management, Inc. /Ca/ Spdr Nuveen Bloomberg Short Te Transaction History

Heritage Wealth Management, Inc. /Ca/

$149 Billion
Q3 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 12,479 shares of SHM stock, worth $598,118. This represents 0.4% of its overall portfolio holdings.

Number of Shares

12,479

Previous 11,986 4.11%

Holding current value

$598,118

Previous $573 Million 4.96%

% of portfolio

0.4%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$47.76 - $48.46 $23,545 - $23,890	493 Added 4.11%	12,479 $602 Million
Q2 2025 Jul 28, 2025	BUY	$47.02 - $47.83 $1,786 - $1,817	38 Added 0.32%	11,986 $573 Million
Q1 2025 Apr 30, 2025	BUY	$47.33 - $47.92 $49,885 - $50,507	1,054 Added 9.68%	11,948 $569 Million
Q4 2024 Feb 11, 2025	BUY	$47.26 - $48.18 $96,646 - $98,528	2,045 Added 23.11%	10,894 $516 Million
Q3 2024 Oct 18, 2024	BUY	$47.01 - $48.2 $22,094 - $22,654	470 Added 5.61%	8,849 $426 Million

Q2 2024 Jul 25, 2024	BUY	$46.84 - $47.32 $2,388 - $2,413	51 Added 0.61%	8,379 $395 Million
Q1 2024 May 06, 2024	BUY	$47.44 - $47.9 $17,884 - $18,058	377 Added 4.74%	8,328 $395 Million
Q4 2023 Feb 14, 2024	BUY	$46.12 - $47.85 $366,700 - $380,455	7,951 New	7,951 $380 Million

Others Institutions Holding SHM

# of Institutions

441

Shares Held

68.1M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

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Heritage Wealth Management, Inc. /Ca/ Spdr Nuveen Bloomberg Short Te Transaction History