Altus Wealth Management, LLC SHM Holdings History
Altus Wealth Management, LLC's SPDR Nuveen ICE Short Term Municipal Bond ETF Holding Summary
As of 2025-03-31, Altus Wealth Management, LLC held 11,539.00 shares of SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM), totaling $549,260.00. This investment constitutes 0.26% of their stock portfolio, and Altus Wealth Management, LLC now holds 0.02% of the outstanding SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM) stock.
The initial trade took place in 2020Q3. And since then Altus Wealth Management, LLC has made 7 purchases of SHM, at an average price of $49.41, for a total of 63,305.00 shares. In addition, there have been 5 sales at an average price of $47.05 for 51,766.00 shares. Based on historical transaction data and SHM's current price of $47.76, Altus Wealth Management, LLC's estimated gain on his SHM holdings is $-141,477.97, reflecting a -4.52% gain to date.
Altus Wealth Management, LLC SHM ($47.76) Holding Chart
Altus Wealth Management, LLC SHM ($47.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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