Congress Wealth Management LLC Xtrackers Usd High Yield Corp Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Xtrackers Usd High Yield Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 56,299 shares of HYLB stock, worth $2.06 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

56,299

Previous 54,886 2.57%

Holding current value

$2.06 Million

Previous $2.03 Million 0.25%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$35.95 - $36.76 $50,797 - $51,941	1,413 Added 2.57%	56,299 $2.03 Million
Q3 2024 Nov 12, 2024	BUY	$35.26 - $36.92 $29,301 - $30,680	831 Added 1.54%	54,886 $2.03 Million
Q2 2024 Aug 13, 2024	BUY	$34.76 - $35.57 $38,409 - $39,304	1,105 Added 2.09%	54,055 $1.92 Million
Q1 2024 Apr 18, 2024	BUY	$35.17 - $35.77 $66,928 - $68,070	1,903 Added 3.73%	52,950 $1.89 Million
Q4 2023 Feb 09, 2024	BUY	$33.04 - $35.77 $108,305 - $117,254	3,278 Added 6.86%	51,047 $1.81 Million
Q3 2023 Oct 30, 2023	SELL	$33.76 - $34.74 $100,942 - $103,872	-2,990 Reduced 5.89%	47,769 $1.62 Million
Q2 2023 Jul 13, 2023	SELL	$33.77 - $34.69 $1,384 - $1,422	-41 Reduced 0.08%	50,759 $1.75 Million
Q1 2023 Apr 14, 2023	BUY	$33.53 - $35.32 $50,630 - $53,333	1,510 Added 3.06%	50,800 $1.77 Million
Q4 2022 Feb 02, 2023	BUY	$32.63 - $34.82 $425,397 - $453,948	13,037 Added 35.96%	49,290 $1.66 Million
Q3 2022 Nov 08, 2022	SELL	$32.59 - $36.1 $302,891 - $335,513	-9,294 Reduced 20.41%	36,253 $1.19 Million
Q2 2022 Aug 11, 2022	BUY	$33.33 - $37.82 $131,686 - $149,426	3,951 Added 9.5%	45,547 $1.54 Million
Q1 2022 May 16, 2022	SELL	$36.63 - $39.83 $305,530 - $332,222	-8,341 Reduced 16.7%	41,596 $1.57 Million
Q4 2021 Feb 04, 2022	BUY	$39.05 - $40.06 $1.95 Million - $2 Million	49,937 New	49,937 $1.99 Million

Others Institutions Holding HYLB

# of Institutions

241

Shares Held

94.5M

Call Options Held

Put Options Held

View Full List

About XTRACKERS USD HIGH YIELD CORP

Ticker HYLB
Sector ETFs
Industry ETFs

More about HYLB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Account

Congress Wealth Management LLC Xtrackers Usd High Yield Corp Transaction History