Burt Wealth Advisors Spdr Nuveen Bloomberg High Yie Transaction History

Burt Wealth Advisors

$395 Million
Q4 2024

A detailed history of Burt Wealth Advisors transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Burt Wealth Advisors holds 42,978 shares of HYMB stock, worth $1.1 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

42,978

Previous 43,138 0.37%

Holding current value

$1.1 Million

Previous $1.13 Million 3.0%

% of portfolio

0.28%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$25.3 - $26.31 $4,048 - $4,209	-160 Reduced 0.37%	42,978 $1.1 Million
Q3 2024 Oct 31, 2024	BUY	$25.38 - $26.27 $60,201 - $62,312	2,372 Added 5.82%	43,138 $1.13 Million
Q2 2024 Jul 16, 2024	SELL	$25.12 - $25.81 $57,424 - $59,001	-2,286 Reduced 5.31%	40,766 $1.04 Million
Q1 2024 Apr 18, 2024	SELL	$24.95 - $25.69 $200,273 - $206,213	-8,027 Reduced 15.71%	43,052 $1.11 Million
Q4 2023 Feb 01, 2024	BUY	$23.09 - $25.41 $500,614 - $550,914	21,681 Added 73.75%	51,079 $1.29 Million
Q3 2023 Oct 11, 2023	BUY	$23.58 - $25.22 $27,022 - $28,902	1,146 Added 4.06%	29,398 $700,000
Q2 2023 Jul 18, 2023	BUY	$24.33 - $25.33 $3,892 - $4,052	160 Added 0.57%	28,252 $706,000
Q1 2023 Apr 13, 2023	BUY	$24.5 - $50.38 $344,127 - $707,637	14,046 Added 100.0%	28,092 $703,000
Q4 2022 Jan 17, 2023	BUY	$23.44 - $50.65 $329,238 - $711,429	14,046 New	14,046 $688,000

Others Institutions Holding HYMB

# of Institutions

407

Shares Held

82.1M

Call Options Held

400

Put Options Held

8.9K

View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
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Burt Wealth Advisors Spdr Nuveen Bloomberg High Yie Transaction History