Legacy Financial Advisors, Inc. Spdr Nuveen Bloomberg High Yie Transaction History

Legacy Financial Advisors, Inc.

$513 Million
Q4 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 111,262 shares of HYMB stock, worth $2.8 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

111,262

Previous 116,455 4.46%

Holding current value

$2.8 Million

Previous $3.06 Million 6.96%

% of portfolio

0.55%

Previous 0.59%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$25.3 - $26.31 $131,382 - $136,627	-5,193 Reduced 4.46%	111,262 $2.85 Million
Q3 2024 Nov 13, 2024	SELL	$25.38 - $26.27 $38,196 - $39,536	-1,505 Reduced 1.28%	116,455 $3.06 Million
Q2 2024 Aug 13, 2024	SELL	$25.12 - $25.81 $32,831 - $33,733	-1,307 Reduced 1.1%	117,960 $3 Million
Q1 2024 May 14, 2024	SELL	$24.95 - $25.69 $264,744 - $272,596	-10,611 Reduced 8.17%	119,267 $3.06 Million
Q4 2023 Feb 06, 2024	BUY	$23.09 - $25.41 $3 Million - $3.3 Million	129,878 New	129,878 $3.29 Million
Q4 2022 Feb 06, 2023	BUY	$23.44 - $50.65 $79,461 - $171,703	3,390 Added 42.05%	11,451 $560,000
Q3 2022 Nov 09, 2022	BUY	$23.96 - $26.61 $193,141 - $214,503	8,061 New	8,061 $386,000
Q2 2022 Aug 08, 2022	SELL	$24.46 - $27.54 $541,422 - $609,597	-22,135 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$27.51 - $30.04 $608,933 - $664,935	22,135 New	22,135 $1.22 Million

Others Institutions Holding HYMB

# of Institutions

418

Shares Held

84.9M

Call Options Held

9.6K

Put Options Held

3.1K

View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
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Legacy Financial Advisors, Inc. Spdr Nuveen Bloomberg High Yie Transaction History