Wealth Management Resources, Inc. Spdr Nuveen Bloomberg High Yie Transaction History

Wealth Management Resources, Inc.

$250 Million
Q3 2024

A detailed history of Wealth Management Resources, Inc. transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 67,997 shares of HYMB stock, worth $1.75 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

67,997

Previous 76,865 11.54%

Holding current value

$1.75 Million

Previous $1.96 Million 8.64%

% of portfolio

0.71%

Previous 0.84%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$25.38 - $26.27 $225,069 - $232,962	-8,868 Reduced 11.54%	67,997 $1.79 Million
Q2 2024 Jul 17, 2024	BUY	$25.12 - $25.81 $167,022 - $171,610	6,649 Added 9.47%	76,865 $1.96 Million
Q1 2024 Apr 19, 2024	BUY	$24.95 - $25.69 $48,477 - $49,915	1,943 Added 2.85%	70,216 $1.8 Million
Q4 2023 Jan 19, 2024	BUY	$23.09 - $25.41 $850,358 - $935,799	36,828 Added 117.12%	68,273 $1.73 Million
Q3 2023 Oct 24, 2023	BUY	$23.58 - $25.22 $75,196 - $80,426	3,189 Added 11.29%	31,445 $749,000
Q2 2023 Jul 11, 2023	BUY	$24.33 - $25.33 $687,468 - $715,724	28,256 New	28,256 $706,000
Q2 2022 Jul 22, 2022	SELL	$24.46 - $27.54 $234,962 - $264,549	-9,606 Closed	0 $0
Q1 2022 Apr 20, 2022	SELL	$27.51 - $30.04 $77,935 - $85,103	-2,833 Reduced 22.78%	9,606 $530,000
Q4 2021 Feb 10, 2022	BUY	$29.68 - $30.1 $369,189 - $374,413	12,439 New	12,439 $747,000

Others Institutions Holding HYMB

# of Institutions

368

Shares Held

75.9M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
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Wealth Management Resources, Inc. Spdr Nuveen Bloomberg High Yie Transaction History