Beta Wealth Group, Inc. Spdr Nuveen Bloomberg High Yie Transaction History

Beta Wealth Group, Inc.

$206 Million
Q4 2024

A detailed history of Beta Wealth Group, Inc. transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 31,099 shares of HYMB stock, worth $800,488. This represents 0.39% of its overall portfolio holdings.

Number of Shares

31,099

Previous 31,253 0.49%

Holding current value

$800,488

Previous $821,000 3.17%

% of portfolio

0.39%

Previous 0.4%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$25.3 - $26.31 $3,896 - $4,051	-154 Reduced 0.49%	31,099 $795,000
Q3 2024 Nov 01, 2024	SELL	$25.38 - $26.27 $60,049 - $62,154	-2,366 Reduced 7.04%	31,253 $821,000
Q2 2024 Aug 12, 2024	SELL	$25.12 - $25.81 $95,531 - $98,155	-3,803 Reduced 10.16%	33,619 $855,000
Q1 2024 May 14, 2024	SELL	$24.95 - $25.69 $103,143 - $106,202	-4,134 Reduced 9.95%	37,422 $961,000
Q4 2023 Feb 09, 2024	BUY	$23.09 - $25.41 $10,806 - $11,891	468 Added 1.14%	41,556 $1.05 Million
Q3 2023 Nov 13, 2023	SELL	$23.58 - $25.22 $76,658 - $81,990	-3,251 Reduced 7.33%	41,088 $978,000
Q2 2023 Aug 11, 2023	SELL	$24.33 - $25.33 $35,010 - $36,449	-1,439 Reduced 3.14%	44,339 $1.11 Million
Q1 2023 May 09, 2023	BUY	$24.5 - $50.38 $499,996 - $1.03 Million	20,408 Added 80.44%	45,778 $1.15 Million
Q4 2022 Feb 10, 2023	SELL	$23.44 - $50.65 $43,059 - $93,044	-1,837 Reduced 6.75%	25,370 $1.24 Million
Q3 2022 Nov 01, 2022	SELL	$23.96 - $26.61 $1.07 Million - $1.19 Million	-44,533 Reduced 62.08%	27,207 $1.3 Million
Q2 2022 Aug 05, 2022	BUY	$24.46 - $27.54 $750,457 - $844,954	30,681 Added 74.72%	71,740 $3.69 Million
Q1 2022 May 12, 2022	SELL	$27.51 - $30.04 $1.38 Million - $1.51 Million	-50,173 Reduced 54.99%	41,059 $2.26 Million
Q3 2021 Nov 12, 2021	BUY	$29.98 - $30.58 $265,562 - $270,877	8,858 Added 10.75%	91,232 $5.47 Million
Q2 2021 Aug 16, 2021	BUY	$29.57 - $30.41 $192,471 - $197,938	6,509 Added 8.58%	82,374 $5.01 Million
Q1 2021 May 11, 2021	BUY	$29.35 - $30.12 $2.23 Million - $2.29 Million	75,865 New	75,865 $4.5 Million

Others Institutions Holding HYMB

# of Institutions

413

Shares Held

84.8M

Call Options Held

9.6K

Put Options Held

3.1K

View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
Sector ETFs
Industry ETFs

More about HYMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Account

Beta Wealth Group, Inc. Spdr Nuveen Bloomberg High Yie Transaction History