Proquility Private Wealth Partners, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Proquility Private Wealth Partners, LLC

  • $311 Million
  • Q3 2024

A detailed history of Proquility Private Wealth Partners, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Proquility Private Wealth Partners, LLC holds 25,535 shares of SHM stock, worth $1.22 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
25,535
Previous 20,493 24.6%
Holding current value
$1.22 Million
Previous $967,000 27.09%
% of portfolio
0.4%
Previous 0.33%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$47.01 - $48.2 $237,024 - $243,024
5,042 Added 24.6%
25,535 $1.23 Million
Q2 2024

Aug 09, 2024
SELL
$46.84 - $47.32 $288,955 - $291,917
-6,169 Reduced 23.14%
20,493 $967,000
Q1 2024

May 02, 2024
BUY
$47.44 - $47.9 $702,918 - $709,734
14,817 Added 125.09%
26,662 $1.26 Million
Q4 2023

Feb 12, 2024
SELL
$46.12 - $47.85 $1 Million - $1.04 Million
-21,729 Reduced 64.72%
11,845 $566,000
Q3 2023

Nov 14, 2023
SELL
$46.19 - $47.22 $52,194 - $53,358
-1,130 Reduced 3.26%
33,574 $1.55 Million
Q2 2023

Sep 14, 2023
SELL
$46.54 - $47.72 $8,749 - $8,971
-188 Reduced 0.54%
34,704 $1.63 Million
Q1 2023

May 10, 2023
SELL
$46.61 - $47.68 $1,538 - $1,573
-33 Reduced 0.09%
34,892 $1.66 Million
Q4 2022

Feb 14, 2023
SELL
$45.97 - $47.2 $693,457 - $712,012
-15,085 Reduced 30.16%
34,925 $1.64 Million
Q3 2022

Nov 14, 2022
SELL
$46.05 - $47.82 $856,391 - $889,308
-18,597 Reduced 27.11%
50,010 $2.31 Million
Q2 2022

Aug 10, 2022
SELL
$46.52 - $47.45 $199,338 - $203,323
-4,285 Reduced 5.88%
68,607 $3.24 Million
Q1 2022

May 16, 2022
BUY
$47.3 - $49.17 $148,711 - $154,590
3,144 Added 4.51%
72,892 $3.4 Million
Q4 2021

Feb 14, 2022
SELL
$49.16 - $49.38 $656,187 - $659,124
-13,348 Reduced 16.06%
69,748 $3.36 Million
Q3 2021

Nov 05, 2021
BUY
$49.4 - $49.69 $119,103 - $119,802
2,411 Added 2.99%
83,096 $4.11 Million
Q2 2021

Aug 13, 2021
SELL
$49.5 - $49.73 $164,439 - $165,203
-3,322 Reduced 3.95%
80,685 $4 Million
Q1 2021

Jun 08, 2021
SELL
$49.43 - $49.87 $15,619 - $15,758
-316 Reduced 0.37%
84,007 $4.16 Million
Q4 2020

Feb 10, 2021
BUY
$49.66 - $49.86 $4.19 Million - $4.2 Million
84,323 New
84,323 $4.2 Million

Others Institutions Holding SHM

# of Institutions
448
Shares Held
78.6M
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 Proquility Private Wealth Partners, LLC Portfolio

Follow Proquility Private Wealth Partners, 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 Proquility Private Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proquility Private Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email