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

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 21,626 shares of HYMB stock, worth $559,464. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,626
Previous 10,820 99.87%
Holding current value
$559,464
Previous $275,000 106.55%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$25.38 - $26.27 $274,256 - $283,873
10,806 Added 99.87%
21,626 $568,000
Q2 2024

Aug 19, 2024
BUY
$25.12 - $25.81 $24,215 - $24,880
964 Added 9.78%
10,820 $275,000
Q1 2024

May 14, 2024
SELL
$24.95 - $25.69 $80,887 - $83,286
-3,242 Reduced 24.75%
9,856 $253,000
Q4 2023

Feb 28, 2024
BUY
$23.09 - $25.41 $138,470 - $152,383
5,997 Added 84.45%
13,098 $331,000
Q3 2023

Nov 22, 2023
BUY
$23.58 - $25.22 $167,441 - $179,087
7,101 New
7,101 $169,000

Others Institutions Holding HYMB

# of Institutions
395
Shares Held
74.1M
Call Options Held
400
Put Options Held
8.9K
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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