Heritage Wealth Management, Inc. /Ca/ Spdr Nuveen Bloomberg High Yie Transaction History
Heritage Wealth Management, Inc. /Ca/
- $141 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 44,978 shares of HYMB stock, worth $1.14 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
44,978
Previous 41,460
8.49%
Holding current value
$1.14 Million
Previous $1.05 Billion
12.02%
% of portfolio
0.84%
Previous 0.77%
Shares
4 transactions
Others Institutions Holding HYMB
# of Institutions
381Shares Held
72.5MCall Options Held
400Put Options Held
8.9K-
Sei Investments CO Oaks, PA5.7MShares$145 Million0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA5.07MShares$129 Million0.03% of portfolio
-
Goldman Sachs Group Inc New York, NY4.9MShares$124 Million0.02% of portfolio
-
Raymond James & Associates St Petersburg, FL4.85MShares$123 Million0.08% of portfolio
-
Manning & Napier Group, LLC4.18MShares$106 Million1.23% of portfolio