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 44,978 shares of HYMB stock, worth $1.15 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
44,978
Previous 41,460 8.49%
Holding current value
$1.15 Million
Previous $1.05 Billion 12.02%
% of portfolio
0.84%
Previous 0.77%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR NUVEEN BLOOMBERG HIGH YIE


  • Ticker HYMB
  • Sector ETFs
  • Industry ETFs
More about HYMB
Track This Portfolio

Track Heritage Wealth Management, Inc. /Ca/ Portfolio

Follow Heritage Wealth Management, Inc. /Ca/ and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.