Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Bb Rated Corporate Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	BUY	$42.78 - $46.17 $94,116 - $101,574	2,200 New	2,200 $101,000

Others Institutions Holding HYBB

# of Institutions

Shares Held

9.05M

Call Options Held

Put Options Held

Stifel Financial Corp St. Louis, MO

2.26M
Shares

$103 Million
0.11% of portfolio
Benjamin F. Edwards & Company, Inc. St. Louis, MO

2.01M
Shares

$91.4 Million
1.63% of portfolio
Benjamin Edwards Inc Clayton, MO

1.77M
Shares

$80.5 Million
1.2% of portfolio
Confluence Investment Management LLC

753K
Shares

$34.2 Million
0.52% of portfolio
Alaska Permanent Fund Corp Juneau, AK

550K
Shares

$25 Million
0.38% of portfolio

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About ISHARES TR BB RATED CORPORATE

Ticker HYBB
Sector ETFs
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