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

Oakwell Private Wealth Management, LLC

  • $329 Million
  • Q1 2024

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 86,992 shares of HYMB stock, worth $2.24 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
86,992
Previous 81,596 6.61%
Holding current value
$2.24 Million
Previous $2.06 Million 8.24%
% of portfolio
0.68%
Previous 0.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
365
Shares Held
73.2M
Call Options Held
0
Put Options Held
7.8K
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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