Collaborative Wealth Managment Inc. Spdr Nuveen Bloomberg High Yie Transaction History

Collaborative Wealth Managment Inc.

  • $200 Million
  • Q2 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 302,571 shares of HYMB stock, worth $7.93 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares
302,571
Previous 285,532 5.97%
Holding current value
$7.93 Million
Previous $7.34 Million 4.94%
% of portfolio
3.85%
Previous 3.76%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$25.12 - $25.81 $428,019 - $439,776
17,039 Added 5.97%
302,571 $7.7 Million
Q1 2024

May 10, 2024
BUY
$24.95 - $25.69 $570,880 - $587,812
22,881 Added 8.71%
285,532 $7.34 Million
Q4 2023

Feb 07, 2024
BUY
$23.09 - $25.41 $382,116 - $420,510
16,549 Added 6.72%
262,651 $6.65 Million
Q3 2023

Nov 09, 2023
BUY
$23.58 - $25.22 $602,162 - $644,043
25,537 Added 11.58%
246,102 $5.86 Million
Q2 2023

Aug 07, 2023
BUY
$24.33 - $25.33 $617,033 - $642,394
25,361 Added 12.99%
220,565 $5.52 Million
Q1 2023

May 08, 2023
BUY
$24.5 - $50.38 $3.1 Million - $6.38 Million
126,634 Added 184.68%
195,204 $4.89 Million
Q4 2022

Feb 10, 2023
BUY
$23.44 - $50.65 $43,996 - $95,070
1,877 Added 2.81%
68,570 $3.36 Million
Q3 2022

Nov 14, 2022
BUY
$23.96 - $26.61 $117,020 - $129,963
4,884 Added 7.9%
66,693 $3.2 Million
Q2 2022

Aug 15, 2022
BUY
$24.46 - $27.54 $194,872 - $219,411
7,967 Added 14.8%
61,809 $3.18 Million
Q4 2021

Feb 11, 2022
SELL
$29.68 - $30.1 $94,649 - $95,988
-3,189 Reduced 5.59%
53,842 $3.24 Million
Q1 2021

May 12, 2022
BUY
$29.35 - $30.12 $1.67 Million - $1.72 Million
57,031 New
57,031 $3.15 Million

Others Institutions Holding HYMB

# of Institutions
363
Shares Held
75.8M
Call Options Held
0
Put Options Held
0
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 Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment Inc. 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 Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email