Erts Wealth Advisors, LLC Spdr Nuveen Bloomberg High Yie Transaction History

Erts Wealth Advisors, LLC

$529 Million
Q4 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 20,943 shares of HYMB stock, worth $527,554. This represents 0.1% of its overall portfolio holdings.

Number of Shares

20,943

Previous 20,943 -0.0%

Holding current value

$527,554

Previous $550,000 2.73%

% of portfolio

0.1%

Previous 0.1%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$25.12 - $25.81 $117,008 - $120,222	-4,658 Reduced 18.19%	20,943 $532,000
Q1 2024 Apr 23, 2024	SELL	$24.95 - $25.69 $210,004 - $216,232	-8,417 Reduced 24.74%	25,601 $657,000
Q4 2023 Jan 23, 2024	SELL	$23.09 - $25.41 $193,263 - $212,681	-8,370 Reduced 19.75%	34,018 $860,000
Q3 2023 Oct 16, 2023	BUY	$23.58 - $25.22 $23,792 - $25,446	1,009 Added 2.44%	42,388 $1.01 Million
Q2 2023 Jul 17, 2023	SELL	$24.33 - $25.33 $57,345 - $59,702	-2,357 Reduced 5.39%	41,379 $1.03 Million
Q1 2023 Apr 18, 2023	BUY	$24.5 - $50.38 $11,980 - $24,635	489 Added 1.13%	43,736 $1.1 Million
Q4 2022 Jan 27, 2023	BUY	$23.44 - $50.65 $137,991 - $298,176	5,887 Added 15.76%	43,247 $2.12 Million
Q3 2022 Nov 08, 2022	BUY	$23.96 - $26.61 $284,141 - $315,567	11,859 Added 46.5%	37,360 $1.79 Million
Q2 2022 Aug 08, 2022	BUY	$24.46 - $27.54 $265,097 - $298,478	10,838 Added 73.91%	25,501 $0
Q1 2022 May 11, 2022	BUY	$27.51 - $30.04 $132,543 - $144,732	4,818 Added 48.94%	14,663 $809,000
Q4 2021 Feb 15, 2022	SELL	$29.68 - $30.1 $40.8 Million - $41.4 Million	-1,374,862 Reduced 99.29%	9,845 $592,000
Q3 2021 Oct 13, 2021	BUY	$29.98 - $30.58 $41.1 Million - $42 Million	1,371,868 Added 10685.16%	1,384,707 $54 Million
Q2 2021 Aug 11, 2021	SELL	$29.57 - $30.41 $56,774 - $58,387	-1,920 Reduced 13.01%	12,839 $781,000
Q4 2020 Feb 12, 2021	SELL	$28.28 - $29.5 $7,833 - $8,171	-277 Reduced 1.84%	14,759 $871,000
Q3 2020 Nov 13, 2020	BUY	$28.09 - $28.75 $227,304 - $232,645	8,092 Added 116.53%	15,036 $855,000
Q2 2020 Aug 14, 2020	BUY	$26.11 - $28.18 $19,425 - $20,965	744 Added 12.0%	6,944 $391,000
Q1 2020 May 15, 2020	BUY	$21.48 - $30.58 $133,176 - $189,596	6,200 New	6,200 $339,000

Others Institutions Holding HYMB

# of Institutions

416

Shares Held

85M

Call Options Held

9.6K

Put Options Held

3.1K

View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
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Erts Wealth Advisors, LLC Spdr Nuveen Bloomberg High Yie Transaction History