Avidian Wealth Solutions, LLC Spdr Nuveen Bloomberg High Yie Transaction History

Avidian Wealth Solutions, LLC

  • $2.37 Billion
  • Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 299,341 shares of HYMB stock, worth $7.26 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
299,341
Previous 301,811 0.82%
Holding current value
$7.26 Million
Previous $7.61 Million 2.55%
% of portfolio
0.31%
Previous 0.35%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$24.14 - $25.43 $59,625 - $62,812
-2,470 Reduced 0.82%
299,341 $7.42 Million
Q1 2025

Apr 25, 2025
SELL
$25.12 - $26.05 $4.5 Million - $4.67 Million
-179,117 Reduced 37.24%
301,811 $7.61 Million
Q4 2024

Jan 29, 2025
BUY
$25.3 - $26.31 $101,402 - $105,450
4,008 Added 0.84%
480,928 $12.3 Million
Q3 2024

Oct 30, 2024
BUY
$25.38 - $26.27 $460,748 - $476,905
18,154 Added 3.96%
476,920 $12.5 Million
Q2 2024

Aug 06, 2024
BUY
$25.12 - $25.81 $675,803 - $694,366
26,903 Added 6.23%
458,766 $11.7 Million
Q1 2024

May 03, 2024
BUY
$24.95 - $25.69 $5.06 Million - $5.21 Million
202,746 Added 88.49%
431,863 $11.1 Million
Q4 2023

Feb 06, 2024
SELL
$23.09 - $25.41 $857,377 - $943,524
-37,132 Reduced 13.95%
229,117 $5.8 Million
Q3 2023

Oct 13, 2023
SELL
$23.58 - $25.22 $467,945 - $500,490
-19,845 Reduced 6.94%
266,249 $6.34 Million
Q2 2023

Aug 03, 2023
SELL
$24.33 - $25.33 $2.08 Million - $2.17 Million
-85,509 Reduced 23.01%
286,094 $7.16 Million
Q1 2023

May 08, 2023
BUY
$24.5 - $50.38 $6.41 Million - $13.2 Million
261,678 Added 238.05%
371,603 $9.3 Million
Q4 2022

Feb 06, 2023
SELL
$23.44 - $50.65 $2.44 Million - $5.27 Million
-104,032 Reduced 48.62%
109,925 $5.38 Million
Q3 2022

Nov 03, 2022
BUY
$23.96 - $26.61 $1.75 Million - $1.94 Million
72,903 Added 51.68%
213,957 $10.3 Million
Q2 2022

Jul 29, 2022
SELL
$24.46 - $27.54 $1.99 Million - $2.24 Million
-81,305 Reduced 36.56%
141,054 $7.25 Million
Q1 2022

May 10, 2022
SELL
$27.51 - $30.04 $155,679 - $169,996
-5,659 Reduced 2.48%
222,359 $12.3 Million
Q4 2021

Feb 14, 2022
SELL
$29.68 - $30.1 $277,686 - $281,615
-9,356 Reduced 3.94%
228,018 $13.7 Million
Q3 2021

Nov 10, 2021
SELL
$29.98 - $30.58 $1.81 Million - $1.85 Million
-60,486 Reduced 20.31%
237,374 $14.2 Million
Q2 2021

Aug 09, 2021
SELL
$29.57 - $30.41 $135,430 - $139,277
-4,580 Reduced 1.51%
297,860 $18.1 Million
Q1 2021

May 05, 2021
BUY
$29.35 - $30.12 $3.28 Million - $3.37 Million
111,824 Added 58.66%
302,440 $17.9 Million
Q4 2020

Feb 09, 2021
BUY
$28.28 - $29.5 $1.01 Million - $1.05 Million
35,611 Added 22.97%
190,616 $11.2 Million
Q3 2020

Nov 06, 2020
BUY
$28.09 - $28.75 $1.22 Million - $1.24 Million
43,270 Added 38.73%
155,005 $8.81 Million
Q2 2020

Aug 10, 2020
BUY
$26.11 - $28.18 $729,304 - $787,123
27,932 Added 33.33%
111,735 $6.3 Million
Q1 2020

Apr 22, 2020
BUY
$21.48 - $30.58 $234,046 - $333,199
10,896 Added 14.95%
83,803 $4.59 Million
Q4 2019

Feb 13, 2020
BUY
$29.33 - $29.7 $161,344 - $163,379
5,501 Added 8.16%
72,907 $4.3 Million
Q3 2019

Nov 14, 2019
BUY
$29.33 - $29.71 $1.53 Million - $1.55 Million
52,225 Added 344.02%
67,406 $4 Million
Q2 2019

Aug 14, 2019
BUY
N/A
7,423 Added 95.68%
15,181 $887,000
Q1 2019

May 15, 2019
BUY
N/A
7,758 New
7,758 $446,000
Q2 2018

Aug 14, 2018
SELL
N/A
-20,802 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-8,084 Reduced 27.99%
20,802 $1.16 Million
Q4 2017

Feb 14, 2018
BUY
N/A
28,886
28,886 $1.61 Million

Others Institutions Holding HYMB

# of Institutions
418
Shares Held
86M
Call Options Held
38.3K
Put Options Held
43K
View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

HYMB Quotes by TradingView
  • Ticker HYMB
  • Sector ETFs
  • Industry ETFs
More about HYMB
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC 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 Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email