A detailed history of Levy Wealth Management Group, LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 26,450 shares of HYMB stock, worth $687,700. This represents 0.17% of its overall portfolio holdings.

Number of Shares
26,450
Previous 26,450 -0.0%
Holding current value
$687,700
Previous $679,000 1.03%
% of portfolio
0.17%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

SELL
$23.09 - $25.41 $14,084 - $15,500
-610 Reduced 2.25%
26,450 $669,000
Q3 2023

Oct 24, 2023

SELL
$23.58 - $25.22 $30,371 - $32,483
-1,288 Reduced 4.54%
27,060 $644,000
Q2 2023

Jul 21, 2023

BUY
$24.33 - $25.33 $689,706 - $718,054
28,348 New
28,348 $708,000

Others Institutions Holding HYMB

About SPDR NUVEEN BLOOMBERG HIGH YIE


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

Track Levy Wealth Management Group, LLC Portfolio

Follow Levy Wealth Management Group, LLC 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 Levy Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Levy Wealth Management Group, LLC with notifications on news.