Financial Strategies Group, Inc. Spdr Nuveen Bloomberg High Yie Transaction History

Financial Strategies Group, Inc.

$470 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	SELL	$23.09 - $25.41 $259,716 - $285,811	-11,248 Reduced 37.47%	18,768 $474,000
Q3 2023 Oct 18, 2023	BUY	$23.58 - $25.22 $350,233 - $374,592	14,853 Added 97.96%	30,016 $714,000
Q2 2023 Jul 13, 2023	BUY	$24.33 - $25.33 $1,338 - $1,393	55 Added 0.36%	15,163 $379,000
Q1 2023 May 02, 2023	BUY	$24.5 - $50.38 $263,595 - $542,038	10,759 Added 247.39%	15,108 $378,000
Q4 2022 Feb 10, 2023	SELL	$23.44 - $50.65 $166,142 - $359,007	-7,088 Reduced 61.97%	4,349 $212,000
Q3 2022 Oct 26, 2022	BUY	$23.96 - $26.61 $274,030 - $304,338	11,437 New	11,437 $0
Q2 2022 Aug 08, 2022	SELL	$24.46 - $27.54 $255,019 - $287,132	-10,426 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$27.51 - $30.04 $286,819 - $313,197	10,426 New	10,426 $575,000

Others Institutions Holding HYMB

# of Institutions

381

Shares Held

72.5M

Call Options Held

400

Put Options Held

8.9K

Sei Investments CO Oaks, PA

5.7M
Shares

$145 Million
0.2% of portfolio
Wells Fargo & Company San Francisco, CA

5.07M
Shares

$129 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

4.9M
Shares

$124 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

4.85M
Shares

$123 Million
0.08% of portfolio
Manning & Napier Group, LLC

4.18M
Shares

$106 Million
1.23% of portfolio

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
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