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

Oakwell Private Wealth Management, LLC

$357 Million
Q4 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 91,998 shares of HYMB stock, worth $2.37 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

91,998

Previous 91,588 0.45%

Holding current value

$2.37 Million

Previous $2.41 Million 2.2%

% of portfolio

0.66%

Previous 0.69%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

400

Shares Held

81.1M

Call Options Held

400

Put Options Held

8.9K

View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

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