Wcg Wealth Advisors LLC Spdr Nuveen Bloomberg High Yie Transaction History

Wcg Wealth Advisors LLC

$1.21 Billion
Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 368,425 shares of HYMB stock, worth $9.1 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

368,425

Previous 368,425 -0.0%

Holding current value

$9.1 Million

Previous $9.29 Million 0.01%

% of portfolio

0.77%

Previous 0.71%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$25.12 - $26.05 $945,165 - $980,157	-37,626 Reduced 9.27%	368,425 $9.29 Million
Q4 2024 Feb 18, 2025	BUY	$25.3 - $26.31 $1.18 Million - $1.23 Million	46,832 Added 13.04%	406,051 $10.4 Million
Q3 2024 Nov 13, 2024	SELL	$25.38 - $26.27 $1.04 Million - $1.08 Million	-41,157 Reduced 10.28%	359,219 $9.44 Million
Q2 2024 Aug 12, 2024	BUY	$25.12 - $25.81 $2.04 Million - $2.1 Million	81,374 Added 25.51%	400,376 $10.2 Million
Q1 2024 May 13, 2024	SELL	$24.95 - $25.69 $2.69 Million - $2.77 Million	-107,638 Reduced 25.23%	319,002 $8.2 Million
Q4 2023 Feb 08, 2024	SELL	$23.09 - $25.41 $1.23 Million - $1.35 Million	-53,076 Reduced 11.06%	426,640 $10.8 Million
Q3 2023 Nov 09, 2023	BUY	$23.58 - $25.22 $841,098 - $899,597	35,670 Added 8.03%	479,716 $11.9 Million
Q2 2023 Aug 14, 2023	BUY	$24.33 - $25.33 $7.26 Million - $7.56 Million	298,264 Added 204.6%	444,046 $11.1 Million
Q1 2023 May 15, 2023	BUY	$24.5 - $50.38 $1.92 Million - $3.95 Million	78,467 Added 116.57%	145,782 $3.65 Million
Q4 2022 Feb 14, 2023	BUY	$23.44 - $50.65 $69,640 - $150,481	2,971 Added 4.62%	67,315 $3.3 Million
Q3 2022 Nov 14, 2022	BUY	$23.96 - $26.61 $111,485 - $123,816	4,653 Added 7.8%	64,344 $3.08 Million
Q2 2022 Aug 23, 2022	BUY	$24.46 - $27.54 $1.04 Million - $1.17 Million	42,532 Added 247.87%	59,691 $3.07 Million
Q2 2022 Aug 15, 2022	BUY	$24.46 - $27.54 $419,709 - $472,558	17,159 New	17,159 $545,000

Others Institutions Holding HYMB

# of Institutions

424

Shares Held

84.9M

Call Options Held

38.3K

Put Options Held

43K

View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
Sector ETFs
Industry ETFs

More about HYMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Account

Wcg Wealth Advisors LLC Spdr Nuveen Bloomberg High Yie Transaction History