Modera Wealth Management, LLC Spdr Nuveen Bloomberg High Yie Transaction History

Modera Wealth Management, LLC

$6.54 Billion
Q1 2024

A detailed history of Modera Wealth Management, LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Modera Wealth Management, LLC holds 29,456 shares of HYMB stock, worth $757,313. This represents 0.01% of its overall portfolio holdings.

Number of Shares

29,456

Previous 26,522 11.06%

Holding current value

$757,313

Previous $671,000 12.67%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$24.95 - $25.69 $73,203 - $75,374	2,934 Added 11.06%	29,456 $756,000
Q4 2023 Feb 14, 2024	BUY	$23.09 - $25.41 $222,795 - $245,181	9,649 Added 57.19%	26,522 $671,000
Q3 2023 Nov 30, 2023	BUY	$23.58 - $25.22 $397,865 - $425,537	16,873 New	16,873 $401,000
Q2 2023 Aug 07, 2023	BUY	$24.33 - $25.33 $22,407 - $23,328	921 Added 5.82%	16,746 $418,000
Q1 2023 May 05, 2023	BUY	$24.5 - $50.38 $217,854 - $447,978	8,892 Added 128.26%	15,825 $396,000

Q4 2022 Feb 07, 2023	BUY	$46.87 - $50.65 $9,139 - $9,876	195 Added 2.89%	6,933 $339,000
Q3 2022 Nov 01, 2022	BUY	N/A	2,138 Added 46.48%	6,738 $323,000
Q2 2022 Jul 27, 2022	SELL	N/A	-1,186 Reduced 20.5%	4,600 $236,000
Q1 2022 May 03, 2022	BUY	N/A	5,786 New	5,786 $319,000

Others Institutions Holding HYMB

# of Institutions

364

Shares Held

72.5M

Call Options Held

Put Options Held

7.8K

View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
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Modera Wealth Management, LLC Spdr Nuveen Bloomberg High Yie Transaction History