Heritage Wealth Management, Inc. /Ca/ Spdr Nuveen Bloomberg High Yie Transaction History
Heritage Wealth Management, Inc. /Ca/
- $149 Billion
- Q3 2025
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 53,981 shares of HYMB stock, worth $1.35 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
53,981
Previous 50,219
7.49%
Holding current value
$1.35 Million
Previous $1.24 Billion
8.14%
% of portfolio
0.9%
Previous 0.83%
Shares
8 transactions
Others Institutions Holding HYMB
# of Institutions
431Shares Held
87.2MCall 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