Erickson Financial Group, LLC Spdr Nuveen Bloomberg High Yie Transaction History

Erickson Financial Group, LLC

$128 Million
Q1 2024

A detailed history of Erickson Financial Group, LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Erickson Financial Group, LLC holds 161,210 shares of HYMB stock, worth $4.13 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares

161,210

Previous 175,584 8.19%

Holding current value

$4.13 Million

Previous $4.44 Million 6.78%

% of portfolio

3.25%

Previous 3.69%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$24.95 - $25.69 $358,631 - $369,268	-14,374 Reduced 8.19%	161,210 $4.14 Million
Q4 2023 Jan 18, 2024	BUY	$23.09 - $25.41 $450,001 - $495,215	19,489 Added 12.49%	175,584 $4.44 Million
Q3 2023 Oct 24, 2023	BUY	$23.58 - $25.22 $14,430 - $15,434	612 Added 0.39%	156,095 $3.72 Million
Q2 2023 Jul 13, 2023	SELL	$24.33 - $25.33 $42,747 - $44,504	-1,757 Reduced 1.12%	155,483 $3.89 Million
Q1 2023 Apr 18, 2023	BUY	$24.5 - $50.38 $1.91 Million - $3.92 Million	77,899 Added 98.18%	157,240 $3.94 Million

Q4 2022 Jan 17, 2023	BUY	$46.87 - $50.65 $412,784 - $446,074	8,807 Added 12.49%	79,341 $0
Q3 2022 Oct 17, 2022	BUY	N/A	792 Added 1.14%	70,534 $3.38 Million
Q2 2022 Aug 09, 2022	SELL	N/A	-1,183 Reduced 1.67%	69,742 $3.58 Million
Q1 2022 May 16, 2022	BUY	N/A	744 Added 1.06%	70,925 $3.91 Million
Q4 2021 Apr 01, 2022	BUY	N/A	70,181 New	70,181 $4.22 Million

Others Institutions Holding HYMB

# of Institutions

363

Shares Held

72.4M

Call Options Held

Put Options Held

7.8K

View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
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Erickson Financial Group, LLC Spdr Nuveen Bloomberg High Yie Transaction History