My Wealth Management Inc. Spdr Nuveen Bloomberg Short Te Transaction History

My Wealth Management Inc.

$100 Million
Q4 2024

A detailed history of My Wealth Management Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, My Wealth Management Inc. holds 138,342 shares of SHM stock, worth $6.61 Million. This represents 6.55% of its overall portfolio holdings.

Number of Shares

138,342

Previous 138,847 0.36%

Holding current value

$6.61 Million

Previous $6.68 Million 1.92%

% of portfolio

6.55%

Previous 6.78%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$47.26 - $48.18 $23,866 - $24,330	-505 Reduced 0.36%	138,342 $6.56 Million
Q3 2024 Nov 07, 2024	SELL	$47.01 - $48.2 $33,941 - $34,800	-722 Reduced 0.52%	138,847 $6.68 Million
Q2 2024 Aug 07, 2024	BUY	$46.84 - $47.32 $6.16 Million - $6.22 Million	131,434 Added 1615.66%	139,569 $6.59 Million
Q3 2022 Nov 09, 2022	SELL	$46.05 - $47.82 $4.78 Million - $4.97 Million	-103,838 Reduced 92.73%	8,135 $375,000
Q2 2022 Aug 01, 2022	SELL	$46.52 - $47.45 $39,355 - $40,142	-846 Reduced 0.75%	111,973 $5.29 Million
Q1 2022 May 04, 2022	BUY	$47.3 - $49.17 $406,354 - $422,419	8,591 Added 8.24%	112,819 $5.34 Million
Q4 2021 Feb 04, 2022	BUY	$49.16 - $49.38 $5.12 Million - $5.15 Million	104,228 New	104,228 $5.13 Million

Others Institutions Holding SHM

# of Institutions

450

Shares Held

73.8M

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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My Wealth Management Inc. Spdr Nuveen Bloomberg Short Te Transaction History