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

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

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 480,928 shares of HYMB stock, worth $12.5 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

480,928

Previous 476,920 0.84%

Holding current value

$12.5 Million

Previous $12.5 Million 1.8%

% of portfolio

0.57%

Previous 0.59%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

412

Shares Held

84.7M

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