LWS Wealth Advisors, Inc. SHM Holdings History
LWS Wealth Advisors, Inc.'s SPDR Nuveen ICE Short Term Municipal Bond ETF Holding Summary
As of 2023-12-31, LWS Wealth Advisors, Inc. held 63,395.00 shares of SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM), totaling $3.03 Mil. This investment constitutes 1.14% of their stock portfolio, and LWS Wealth Advisors, Inc. now holds 0.07% of the outstanding SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM) stock.
The initial trade took place in 2019Q4. And since then LWS Wealth Advisors, Inc. has made 6 purchases of SHM, at an average price of $47.07, for a total of 69,494.00 shares. In addition, there have been 2 sales at an average price of $47.67 for 6,099.00 shares. Based on historical transaction data and SHM's current price of $47.87, LWS Wealth Advisors, Inc.'s estimated gain on his SHM holdings is $54,499.84, reflecting a 1.67% gain to date.
LWS Wealth Advisors, Inc. SHM ($47.87) Holding Chart
LWS Wealth Advisors, Inc. SHM ($47.87) 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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