Heartwood Wealth Advisors LLC Spdr Nuveen Bloomberg High Yie Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q4 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 397,718 shares of HYMB stock, worth $9.96 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
397,718
Previous 395,696
0.51%
Holding current value
$9.96 Million
Previous $9.86 Million
0.99%
% of portfolio
0.98%
Previous 0.97%
Shares
3 transactions
Others Institutions Holding HYMB
# of Institutions
436Shares Held
87.6MCall Options Held
13.8KPut Options Held
0-
Sei Investments CO Oaks, PA7.2MShares$180 Million0.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.14MShares$154 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA5.57MShares$140 Million0.03% of portfolio
-
Goldman Sachs Group Inc New York, NY5.22MShares$131 Million0.02% of portfolio
-
Raymond James & Associates St Petersburg, FL4.85MShares$122 Million0.08% of portfolio