Northern Oak Wealth Management Inc Spdr Nuveen Bloomberg Short Te Transaction History

Northern Oak Wealth Management Inc

$788 Million
Q4 2024

A detailed history of Northern Oak Wealth Management Inc transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 21,763 shares of SHM stock, worth $1.03 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

21,763

Previous 29,393 25.96%

Holding current value

$1.03 Million

Previous $1.41 Million 27.09%

% of portfolio

0.13%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$47.26 - $48.18 $360,593 - $367,613	-7,630 Reduced 25.96%	21,763 $1.03 Million
Q1 2024 May 01, 2024	SELL	$47.44 - $47.9 $19,877 - $20,070	-419 Reduced 1.41%	29,393 $1.39 Million
Q3 2023 Oct 24, 2023	SELL	$46.19 - $47.22 $120,094 - $122,772	-2,600 Reduced 8.02%	29,812 $1.38 Million
Q2 2023 Jul 31, 2023	BUY	$46.54 - $47.72 $4,142 - $4,247	89 Added 0.28%	32,412 $1.52 Million
Q1 2023 May 09, 2023	BUY	$46.61 - $47.68 $974,941 - $997,322	20,917 Added 183.39%	32,323 $1.54 Million
Q4 2022 Feb 13, 2023	BUY	$45.97 - $47.2 $524,333 - $538,363	11,406 New	11,406 $535,000
Q2 2021 Aug 17, 2021	SELL	$49.5 - $49.73 $14,850 - $14,918	-300 Reduced 10.34%	2,600 $129,000
Q4 2017 Feb 16, 2018	BUY	N/A	2,900	2,900 $0

Others Institutions Holding SHM

# of Institutions

434

Shares Held

73M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
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Northern Oak Wealth Management Inc Spdr Nuveen Bloomberg Short Te Transaction History