Wealth Enhancement Advisory Services, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49.5 Billion
  • Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 574,374 shares of SHM stock, worth $27.3 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
574,374
Previous 730,394 21.36%
Holding current value
$27.3 Million
Previous $34.6 Million 21.36%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Mar 17, 2025
SELL
$47.26 - $48.18 $7.37 Million - $7.52 Million
-156,020 Reduced 21.36%
574,374 $27.2 Million
Q4 2024

Jan 10, 2025
BUY
$47.26 - $48.18 $12.8 Million - $13.1 Million
271,622 Added 59.21%
730,394 $34.6 Million
Q3 2024

Oct 23, 2024
SELL
$47.01 - $48.2 $408,187 - $418,520
-8,683 Reduced 1.86%
458,772 $22.1 Million
Q2 2024

Jul 16, 2024
SELL
$46.84 - $47.32 $394,720 - $398,765
-8,427 Reduced 1.77%
467,455 $22.1 Million
Q1 2024

Apr 15, 2024
BUY
$47.44 - $47.9 $1.03 Million - $1.04 Million
21,739 Added 4.79%
475,882 $22.6 Million
Q4 2023

Jan 30, 2024
SELL
$46.12 - $47.85 $2.47 Million - $2.56 Million
-53,581 Reduced 10.55%
454,143 $21.7 Million
Q3 2023

Nov 13, 2023
BUY
$46.19 - $47.22 $23.5 Million - $24 Million
507,724 New
507,724 $23.5 Million
Q1 2023

Apr 25, 2023
BUY
$46.61 - $47.68 $231,838 - $237,160
4,974 New
4,974 $236,000
Q2 2022

Jul 18, 2022
SELL
$46.52 - $47.45 $48,706 - $49,680
-1,047 Reduced 19.57%
4,303 $204,000
Q1 2022

Apr 18, 2022
SELL
$47.3 - $49.17 $254,663 - $264,731
-5,384 Reduced 50.16%
5,350 $253,000
Q4 2021

Feb 08, 2022
SELL
$49.16 - $49.38 $178,450 - $179,249
-3,630 Reduced 25.27%
10,734 $518,000
Q3 2021

Nov 03, 2021
SELL
$49.4 - $49.69 $14,326 - $14,410
-290 Reduced 1.98%
14,364 $708,000
Q2 2021

Aug 10, 2021
BUY
$49.5 - $49.73 $4,207 - $4,227
85 Added 0.58%
14,654 $727,000
Q1 2021

May 12, 2021
BUY
$49.43 - $49.87 $720,145 - $726,556
14,569 New
14,569 $722,000

Others Institutions Holding SHM

# of Institutions
452
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 Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email