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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$24.95 - $25.69 $143,637 - $147,897
5,757 Added 16.98%
39,668 $1.02 Billion
Q4 2023

Feb 14, 2024

BUY
$23.09 - $25.41 $783,004 - $861,678
33,911 New
33,911 $858 Million

Others Institutions Holding HYMB

About SPDR NUVEEN BLOOMBERG HIGH YIE


  • Ticker HYMB
  • Sector ETFs
  • Industry ETFs
More about HYMB
Track This Portfolio

Track Heritage Wealth Management, Inc. /Ca/ Portfolio

Follow Heritage Wealth Management, Inc. /Ca/ and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.