Cliftonlarsonallen Wealth Advisors, LLC Spdr Nuveen Bloomberg High Yie Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,982,348 shares of HYMB stock, worth $48.8 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

1,982,348

Previous 61,228 3137.65%

Holding current value

$48.8 Million

Previous $1.57 Million 3088.7%

% of portfolio

0.93%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$25.12 - $26.05 $48.3 Million - $50 Million	1,921,120 Added 3137.65%	1,982,348 $49.9 Million
Q4 2024 Jan 14, 2025	BUY	$25.3 - $26.31 $1.55 Million - $1.61 Million	61,228 New	61,228 $1.57 Million
Q1 2024 May 02, 2024	SELL	$24.95 - $25.69 $982,032 - $1.01 Million	-39,360 Reduced 60.4%	25,801 $662,000
Q4 2023 Jan 16, 2024	BUY	$23.09 - $25.41 $1.5 Million - $1.66 Million	65,161 New	65,161 $1.65 Million
Q4 2022 Jan 19, 2023	BUY	$23.44 - $50.65 $2.35 Million - $5.08 Million	100,243 New	100,243 $0
Q2 2022 Jul 08, 2022	SELL	$24.46 - $27.54 $2.19 Million - $2.46 Million	-89,473 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$27.51 - $30.04 $2.46 Million - $2.69 Million	89,473 New	89,473 $4.93 Million
Q4 2021 Jan 26, 2022	SELL	$29.68 - $30.1 $127,327 - $129,129	-4,290 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$29.98 - $30.58 $128,614 - $131,188	4,290 New	4,290 $257,000
Q3 2021 Oct 14, 2021	SELL	$29.98 - $30.58 $125,916 - $128,436	-4,200 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$29.57 - $30.41 $124,194 - $127,722	4,200 New	4,200 $255,000
Q1 2019 Apr 09, 2019	SELL	N/A	-61,897 Closed	0 $0
Q4 2018 Jan 22, 2019	BUY	N/A	61,897 New	61,897 $3.47 Million

Others Institutions Holding HYMB

# of Institutions

425

Shares Held

84.7M

Call Options Held

38.3K

Put Options Held

43K

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About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
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Cliftonlarsonallen Wealth Advisors, LLC Spdr Nuveen Bloomberg High Yie Transaction History