Institutional & Family Asset Management, LLC Spdr Nuveen Bloomberg High Yie Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 14, 2020	SELL	$29.33 - $29.7 $105,558 - $106,890	-3,599 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$29.33 - $29.71 $65,787 - $66,639	-2,243 Reduced 38.39%	3,599 $214,000
Q1 2019 May 13, 2019	BUY	N/A	5,842 New	5,842 $336,000

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

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About SPDR NUVEEN BLOOMBERG HIGH YIE

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