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

Collaborative Wealth Managment Inc.

$214 Million
Q4 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 323,655 shares of HYMB stock, worth $8.3 Million. This represents 3.87% of its overall portfolio holdings.

Number of Shares

323,655

Previous 311,574 3.88%

Holding current value

$8.3 Million

Previous $8.19 Million 1.15%

% of portfolio

3.87%

Previous 3.8%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$25.3 - $26.31 $305,649 - $317,851	12,081 Added 3.88%	323,655 $8.28 Million
Q3 2024 Nov 12, 2024	BUY	$25.38 - $26.27 $228,496 - $236,508	9,003 Added 2.98%	311,574 $8.19 Million
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

418

Shares Held

84.9M

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

News

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

Account

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