Heritage Wealth Management, Inc. /Ca/ Spdr Nuveen Bloomberg High Yie Transaction History

Heritage Wealth Management, Inc. /Ca/

$139 Billion
Q4 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 46,153 shares of HYMB stock, worth $1.19 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

46,153

Previous 44,978 2.61%

Holding current value

$1.19 Million

Previous $1.18 Billion 0.08%

% of portfolio

0.85%

Previous 0.84%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$25.3 - $26.31 $29,727 - $30,914	1,175 Added 2.61%	46,153 $1.18 Billion
Q3 2024 Oct 18, 2024	BUY	$25.38 - $26.27 $89,286 - $92,417	3,518 Added 8.49%	44,978 $1.18 Billion
Q2 2024 Jul 25, 2024	BUY	$25.12 - $25.81 $45,015 - $46,251	1,792 Added 4.52%	41,460 $1.05 Billion
Q1 2024 May 06, 2024	BUY	$24.95 - $25.69 $143,637 - $147,897	5,757 Added 16.98%	39,668 $1.02 Billion
Q4 2023 Feb 14, 2024	BUY	$23.09 - $25.41 $783,004 - $861,678	33,911 New	33,911 $858 Million

Others Institutions Holding HYMB

# of Institutions

417

Shares Held

84.9M

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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Heritage Wealth Management, Inc. /Ca/ Spdr Nuveen Bloomberg High Yie Transaction History