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

Octavia Wealth Advisors, LLC

  • $1.01 Billion
  • Q4 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 7,094 shares of SHM stock, worth $340,015. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,094
Previous 4,452 59.34%
Holding current value
$340,015
Previous $214,000 58.88%
% of portfolio
0.03%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$47.86 - $48.14 $126,446 - $127,185
2,642 Added 59.34%
7,094 $340,000
Q2 2022

Jul 18, 2022
SELL
$46.52 - $47.45 $178,311 - $181,875
-3,833 Reduced 46.26%
4,452 $211,000
Q4 2021

Jan 28, 2022
BUY
$49.16 - $49.38 $67,152 - $67,453
1,366 Added 19.74%
8,285 $407,000
Q3 2021

Nov 12, 2021
BUY
$49.4 - $49.69 $42,829 - $43,081
867 Added 14.33%
6,919 $342,000
Q2 2021

Jul 26, 2021
BUY
$49.5 - $49.73 $39,600 - $39,784
800 Added 15.23%
6,052 $300,000
Q1 2021

May 10, 2021
BUY
$49.43 - $49.87 $39,544 - $39,896
800 Added 17.97%
5,252 $260,000
Q4 2020

Feb 12, 2021
BUY
$49.66 - $49.86 $221,086 - $221,976
4,452 New
4,452 $222,000

Others Institutions Holding SHM

# of Institutions
448
Shares Held
69.9M
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
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