Oakwell Private Wealth Management, LLC Spdr Nuveen Bloomberg High Yie Transaction History

Oakwell Private Wealth Management, LLC

  • $434 Million
  • Q2 2025

A detailed history of Oakwell Private Wealth Management, LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 99,922 shares of HYMB stock, worth $2.49 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
99,922
Previous 92,665 7.83%
Holding current value
$2.49 Million
Previous $2.34 Million 5.95%
% of portfolio
0.57%
Previous 0.65%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$24.14 - $25.43 $175,183 - $184,545
7,257 Added 7.83%
99,922 $2.48 Million
Q1 2025

May 05, 2025
BUY
$25.12 - $26.05 $16,755 - $17,375
667 Added 0.73%
92,665 $2.34 Million
Q4 2024

Feb 04, 2025
BUY
$25.3 - $26.31 $10,373 - $10,787
410 Added 0.45%
91,998 $2.35 Million
Q3 2024

Nov 04, 2024
SELL
$25.38 - $26.27 $55,734 - $57,688
-2,196 Reduced 2.34%
91,588 $2.41 Million
Q2 2024

Aug 08, 2024
BUY
$25.12 - $25.81 $170,615 - $175,301
6,792 Added 7.81%
93,784 $2.39 Million
Q1 2024

Apr 25, 2024
BUY
$24.95 - $25.69 $134,630 - $138,623
5,396 Added 6.61%
86,992 $2.23 Million
Q4 2023

Feb 05, 2024
BUY
$23.09 - $25.41 $32,810 - $36,107
1,421 Added 1.77%
81,596 $2.06 Million
Q3 2023

Oct 30, 2023
BUY
$23.58 - $25.22 $1.89 Million - $2.02 Million
80,175 New
80,175 $1.91 Million

Others Institutions Holding HYMB

# of Institutions
427
Shares Held
88.2M
Call Options Held
639K
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

HYMB Quotes by TradingView
  • Ticker HYMB
  • Sector ETFs
  • Industry ETFs
More about HYMB
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