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

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

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 13,968 shares of HYMB stock, worth $351,434. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,968

Previous 14,367 2.78%

Holding current value

$351,434

Previous $362,000 4.42%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$24.14 - $25.43 $9,631 - $10,146	-399 Reduced 2.78%	13,968 $346,000
Q1 2025 May 15, 2025	SELL	$25.12 - $26.05 $180,713 - $187,403	-7,194 Reduced 33.37%	14,367 $362,000
Q4 2024 Feb 13, 2025	SELL	$25.3 - $26.31 $1,644 - $1,710	-65 Reduced 0.3%	21,561 $551,000
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

433

Shares Held

86.1M

Call Options Held

639K

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
Sector ETFs
Industry ETFs

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