Heritage Wealth Management, Inc. /Ca/ Spdr Nuveen Bloomberg High Yie Transaction History
Heritage Wealth Management, Inc. /Ca/
- $132 Billion
- Q1 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 39,668 shares of HYMB stock, worth $1.01 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
39,668
Previous 33,911
16.98%
Holding current value
$1.01 Million
Previous $858 Million
18.78%
% of portfolio
0.77%
Previous 0.69%
Shares
2 transactions
Others Institutions Holding HYMB
# of Institutions
362Shares Held
72.4MCall Options Held
0Put Options Held
7.8K-
Sei Investments CO Oaks, PA7.29MShares$186 Million0.28% of portfolio
-
Goldman Sachs Group Inc New York, NY5.85MShares$149 Million0.03% of portfolio
-
Raymond James & Associates St Petersburg, FL4.92MShares$125 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA4.47MShares$114 Million0.03% of portfolio
-
Manning & Napier Group, LLC4.18MShares$106 Million1.23% of portfolio