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

One Wealth Advisors, LLC

  • $662 Million
  • Q4 2024

A detailed history of One Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, One Wealth Advisors, LLC holds 8,128 shares of SHM stock, worth $387,299. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,128
Previous 8,233 1.28%
Holding current value
$387,299
Previous $396,000 2.78%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$47.26 - $48.18 $4,962 - $5,058
-105 Reduced 1.28%
8,128 $385,000
Q3 2024

Oct 16, 2024
BUY
$47.01 - $48.2 $387,033 - $396,830
8,233 New
8,233 $396,000
Q1 2024

Apr 15, 2024
SELL
$47.44 - $47.9 $258,168 - $260,671
-5,442 Reduced 23.19%
18,027 $855,000
Q4 2023

Feb 13, 2024
SELL
$46.12 - $47.85 $1.21 Million - $1.25 Million
-26,155 Reduced 52.71%
23,469 $1.12 Million
Q3 2023

Nov 01, 2023
SELL
$46.19 - $47.22 $304,207 - $310,990
-6,586 Reduced 11.72%
49,624 $2.29 Million
Q2 2023

Aug 14, 2023
BUY
$46.54 - $47.72 $1.01 Million - $1.03 Million
21,598 Added 62.4%
56,210 $2.64 Million
Q1 2023

May 15, 2023
SELL
$46.61 - $47.68 $78,071 - $79,864
-1,675 Reduced 4.62%
34,612 $1.65 Million
Q4 2022

Feb 14, 2023
BUY
$45.97 - $47.2 $1.67 Million - $1.71 Million
36,287 New
36,287 $1.7 Million
Q2 2022

Aug 15, 2022
BUY
$46.52 - $47.45 $438,404 - $447,168
9,424 New
9,424 $445,000
Q4 2021

Feb 14, 2022
SELL
$49.16 - $49.38 $476,999 - $479,134
-9,703 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$49.4 - $49.69 $479,328 - $482,142
9,703 New
9,703 $479,000

Others Institutions Holding SHM

# of Institutions
449
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 One Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email