Transform Wealth
SHM圖示

Transform Wealth的 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM 持股歷史

Transform Wealth的投資組合 SHM股票詳細資料 SHM基金動態
買進
維持不變
已賣出
季度 部位價值 狀態 股數 持股
變動 		交易金額 投資組合權重 投資組合部位
2016
Q3 		– 持有
0
– – – 69
2016
Q2 		– 持有
0
– – – 78

持有SHM的其他基金

Bank of America
Bank of America Charlotte, North Carolina US$1.55兆 AUM 33.47% 1年估算報酬率
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania US$2018億 AUM 37.79% 1年估算報酬率
Morgan Stanley
Morgan Stanley New York US$1.89兆 AUM 35.08% 1年估算報酬率
UBS Group
UBS Group Zurich, Switzerland US$7860億 AUM 40.34% 1年估算報酬率
Karpus Investment Management
Karpus Investment Management Pittsford, New York US$34.8億 AUM 10.49% 1年估算報酬率
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida US$1641億 AUM 33.91% 1年估算報酬率
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts US$770億 AUM 19.24% 1年估算報酬率
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin US$1872億 AUM 21.7% 1年估算報酬率
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois US$4242億 AUM 22.9% 1年估算報酬率
Caprin Asset Management
Caprin Asset Management Henrico, Virginia US$6408萬 AUM 9.09% 1年估算報酬率