Strategic Financial Planning, Inc. Spdr Nuveen Bloomberg High Yie Transaction History

Strategic Financial Planning, Inc.

$139 Million
Q2 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 11,446 shares of HYMB stock, worth $301,144. This represents 0.21% of its overall portfolio holdings.

Number of Shares

11,446

Previous 11,287 1.41%

Holding current value

$301,144

Previous $289,000 0.69%

% of portfolio

0.21%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$25.12 - $25.81 $3,994 - $4,103	159 Added 1.41%	11,446 $291,000
Q1 2024 Apr 22, 2024	SELL	$24.95 - $25.69 $38,922 - $40,076	-1,560 Reduced 12.14%	11,287 $289,000
Q4 2023 Feb 12, 2024	BUY	$23.09 - $25.41 $296,637 - $326,442	12,847 New	12,847 $325,000
Q2 2023 Aug 10, 2023	SELL	$24.33 - $25.33 $96,517 - $100,484	-3,967 Reduced 33.08%	8,024 $200,000
Q1 2023 May 10, 2023	BUY	$24.5 - $50.38 $143,815 - $295,730	5,870 Added 95.9%	11,991 $300,000
Q4 2022 Feb 14, 2023	SELL	$23.44 - $50.65 $15,540 - $33,580	-663 Reduced 9.77%	6,121 $299,000
Q3 2022 Nov 14, 2022	BUY	$23.96 - $26.61 $162,544 - $180,522	6,784 New	6,784 $325,000
Q2 2022 Aug 03, 2022	SELL	$24.46 - $27.54 $145,634 - $163,973	-5,954 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$27.51 - $30.04 $163,794 - $178,858	5,954 New	5,954 $328,000

Others Institutions Holding HYMB

# of Institutions

363

Shares Held

75.8M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
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Strategic Financial Planning, Inc. Spdr Nuveen Bloomberg High Yie Transaction History