Strategic Family Wealth Counselors, L.L.C. SHM Holdings History
Strategic Family Wealth Counselors, L.L.C.'s SPDR Nuveen ICE Short Term Municipal Bond ETF Holding Summary
As of 2025-03-31, Strategic Family Wealth Counselors, L.L.C. held 29,693.00 shares of SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM), totaling $1.41 Mil. This investment constitutes 0.46% of their stock portfolio, and Strategic Family Wealth Counselors, L.L.C. now holds 0.04% of the outstanding SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM) stock.
The initial trade took place in 2018Q4. And since then Strategic Family Wealth Counselors, L.L.C. has made 17 purchases of SHM, at an average price of $47.67, for a total of 58,582.00 shares. In addition, there have been 1 sales at an average price of $47.73 for 28,889.00 shares. Based on historical transaction data and SHM's current price of $47.78, Strategic Family Wealth Counselors, L.L.C.'s estimated gain on his SHM holdings is $4,971.58, reflecting a 0.18% gain to date.
Strategic Family Wealth Counselors, L.L.C. SHM ($47.78) Holding Chart
Strategic Family Wealth Counselors, L.L.C. SHM ($47.78) 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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