Valmark Advisers, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Valmark Advisers, Inc. holds 6,625 shares of SHM stock, worth $315,747. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,625

Holding current value

$315,747

% of portfolio

0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$47.26 - $48.18 $313,097 - $319,192	6,625 New	6,625 $313,000
Q2 2022 Aug 01, 2022	SELL	$46.52 - $47.45 $206,409 - $210,535	-4,437 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$47.3 - $49.17 $13,717 - $14,259	290 Added 6.99%	4,437 $210,000
Q2 2021 Aug 06, 2021	SELL	$49.5 - $49.73 $56,430 - $56,692	-1,140 Reduced 21.56%	4,147 $206,000
Q3 2020 Nov 09, 2020	SELL	$49.76 - $50.06 $7,215 - $7,258	-145 Reduced 2.67%	5,287 $264,000
Q1 2020 May 01, 2020	SELL	$43.92 - $49.69 $33,818 - $38,261	-770 Reduced 12.42%	5,432 $266,000
Q1 2019 May 10, 2019	SELL	N/A	-73 Reduced 1.16%	6,202 $301,000
Q4 2018 Feb 07, 2019	BUY	N/A	99 Added 1.6%	6,275 $302,000
Q3 2018 Nov 02, 2018	SELL	N/A	-882 Reduced 12.5%	6,176 $295,000
Q1 2018 May 07, 2018	BUY	N/A	142 Added 2.05%	7,058 $338,000
Q4 2017 Feb 09, 2018	BUY	N/A	854 Added 14.09%	6,916 $331,000
Q3 2017 Nov 06, 2017	BUY	N/A	6,062	6,062 $295,000

Others Institutions Holding SHM

# of Institutions

451

Shares Held

73.7M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Valmark Advisers, Inc. Spdr Nuveen Bloomberg Short Te Transaction History