Holistic Financial Partners Spdr Nuveen Bloomberg High Yie Transaction History

Holistic Financial Partners

$205 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	N/A	-70 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	N/A	70	70 $4,000

Others Institutions Holding HYMB

# of Institutions

382

Shares Held

72.9M

Call Options Held

400

Put Options Held

8.9K

Sei Investments CO Oaks, PA

5.7M
Shares

$148 Million
0.2% of portfolio
Wells Fargo & Company San Francisco, CA

5.07M
Shares

$132 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

4.9M
Shares

$127 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

4.85M
Shares

$126 Million
0.08% of portfolio
Manning & Napier Group, LLC

4.18M
Shares

$109 Million
1.23% of portfolio

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
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