Bernardo Wealth Planning LLC Spdr Nuveen Bloomberg High Yie Transaction History

Bernardo Wealth Planning LLC

  • $422 Million
  • Q4 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 10,207 shares of HYMB stock, worth $265,382. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,207
Previous 10,037 1.69%
Holding current value
$265,382
Previous $263,000 0.76%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$25.3 - $26.31 $4,301 - $4,472
170 Added 1.69%
10,207 $261,000
Q3 2024

Oct 18, 2024
SELL
$25.38 - $26.27 $62,054 - $64,230
-2,445 Reduced 19.59%
10,037 $263,000
Q2 2024

Jul 10, 2024
BUY
$25.12 - $25.81 $313,547 - $322,160
12,482 New
12,482 $317,000

Others Institutions Holding HYMB

# of Institutions
414
Shares Held
84.8M
Call Options Held
9.6K
Put Options Held
3.1K
View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

HYMB Quotes by TradingView
  • Ticker HYMB
  • Sector ETFs
  • Industry ETFs
More about HYMB
Track This Portfolio

Track Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email