Jfs Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 6,896 shares of SHM stock, worth $329,008. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,896
Previous 6,896 -0.0%
Holding current value
$329,008
Previous $331,000 1.51%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$46.84 - $47.32 $3,044 - $3,075
-65 Reduced 0.93%
6,896 $325,000
Q1 2024

Apr 30, 2024
BUY
$47.44 - $47.9 $3,083 - $3,113
65 Added 0.94%
6,961 $330,000
Q2 2023

Aug 07, 2023
BUY
$46.54 - $47.72 $274,399 - $281,357
5,896 Added 589.6%
6,896 $324,000
Q1 2020

Apr 29, 2020
SELL
$43.92 - $49.69 $449,213 - $508,229
-10,228 Reduced 91.09%
1,000 $49,000
Q4 2019

Feb 03, 2020
SELL
$48.87 - $49.12 $2.86 Million - $2.87 Million
-58,488 Reduced 83.89%
11,228 $551,000
Q3 2019

Oct 31, 2019
SELL
$48.76 - $49.06 $96,252 - $96,844
-1,974 Reduced 2.75%
69,716 $3.42 Million
Q1 2019

Apr 23, 2019
SELL
N/A
-62,183 Reduced 46.45%
71,690 $3.48 Million
Q4 2018

Jan 28, 2019
BUY
N/A
132,873 Added 13287.3%
133,873 $6.43 Million
Q3 2018

Nov 09, 2018
SELL
N/A
-283 Reduced 22.06%
1,000 $48,000
Q2 2018

Jul 26, 2018
BUY
N/A
283 Added 28.3%
1,283 $62,000
Q3 2017

Oct 20, 2017
BUY
N/A
1,000
1,000 $49,000

Others Institutions Holding SHM

# of Institutions
441
Shares Held
73.7M
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 Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC 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 Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email