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

Exencial Wealth Advisors, LLC

$2.97 Billion
Q3 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 38,451 shares of HYMB stock, worth $967,427. This represents 0.03% of its overall portfolio holdings.

Number of Shares

38,451

Previous 40,399 4.82%

Holding current value

$967,427

Previous $1 Million 4.3%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$24.11 - $24.94 $46,966 - $48,583	-1,948 Reduced 4.82%	38,451 $958,000
Q2 2025 Jul 30, 2025	BUY	$24.14 - $25.43 $235,799 - $248,400	9,768 Added 31.89%	40,399 $1 Million
Q1 2025 May 09, 2025	SELL	$25.12 - $26.05 $1,381 - $1,432	-55 Reduced 0.18%	30,631 $772,000
Q4 2024 Feb 06, 2025	SELL	$25.3 - $26.31 $137,328 - $142,810	-5,428 Reduced 15.03%	30,686 $784,000
Q3 2024 Oct 31, 2024	SELL	$25.38 - $26.27 $137,204 - $142,015	-5,406 Reduced 13.02%	36,114 $948,000
Q2 2024 Aug 12, 2024	SELL	$25.12 - $25.81 $79,705 - $81,895	-3,173 Reduced 7.1%	41,520 $1.06 Million
Q1 2024 May 10, 2024	SELL	$24.95 - $25.69 $134,555 - $138,546	-5,393 Reduced 10.77%	44,693 $1.15 Million
Q4 2023 Feb 13, 2024	BUY	$23.09 - $25.41 $1.16 Million - $1.27 Million	50,086 New	50,086 $1.27 Million

Others Institutions Holding HYMB

# of Institutions

435

Shares Held

85M

Call Options Held

639K

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
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Exencial Wealth Advisors, LLC Spdr Nuveen Bloomberg High Yie Transaction History