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

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024

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 8,849 shares of SHM stock, worth $419,531. This represents 0.3% of its overall portfolio holdings.

Number of Shares
8,849
Previous 8,379 5.61%
Holding current value
$419,531
Previous $395 Million 7.74%
% of portfolio
0.3%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
442
Shares Held
72.8M
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
Track This Portfolio

Track Heritage Wealth Management, Inc. /Ca/ Portfolio

Follow Heritage Wealth Management, Inc. /Ca/ and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email