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

Beta Wealth Group, Inc.

  • $189 Million
  • Q1 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 37,422 shares of HYMB stock, worth $952,015. This represents 0.51% of its overall portfolio holdings.

Number of Shares
37,422
Previous 41,556 9.95%
Holding current value
$952,015
Previous $1.05 Million 8.56%
% of portfolio
0.51%
Previous 0.6%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$46.87 - $50.65 $86,100 - $93,044
-1,837 Reduced 6.75%
25,370 $1.24 Million
Q3 2022

Nov 01, 2022
SELL
N/A
-44,533 Reduced 62.08%
27,207 $1.3 Million
Q2 2022

Aug 05, 2022
BUY
N/A
30,681 Added 74.72%
71,740 $3.69 Million
Q1 2022

May 12, 2022
SELL
N/A
-50,173 Reduced 54.99%
41,059 $2.26 Million
Q3 2021

Nov 12, 2021
BUY
N/A
8,858 Added 10.75%
91,232 $5.47 Million
Q2 2021

Aug 16, 2021
BUY
N/A
6,509 Added 8.58%
82,374 $5.01 Million
Q1 2021

May 11, 2021
BUY
N/A
75,865 New
75,865 $4.5 Million

Others Institutions Holding HYMB

# of Institutions
362
Shares Held
72.4M
Call Options Held
0
Put Options Held
7.8K
View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

HYMB Quotes by TradingView
  • Ticker HYMB
  • Sector ETFs
  • Industry ETFs
More about HYMB
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