Avantax Planning Partners, Inc. HYMB Holdings History
Avantax Planning Partners, Inc.'s SPDR Nuveen ICE High Yield Municipal Bond ETF Holding Summary
As of 2025-03-31, Avantax Planning Partners, Inc. held 2.24 Mil shares of SPDR Nuveen ICE High Yield Municipal Bond ETF(HYMB), totaling $56.62 Mil. This investment constitutes 2% of their stock portfolio, and Avantax Planning Partners, Inc. now holds 2.18% of the outstanding SPDR Nuveen ICE High Yield Municipal Bond ETF(HYMB) stock.
The initial trade took place in 2018Q2. And since then Avantax Planning Partners, Inc. has made 9 purchases of HYMB, at an average price of $26.90, for a total of 5.76 Mil shares. In addition, there have been 20 sales at an average price of $26.74 for 3.51 Mil shares. Based on historical transaction data and HYMB's current price of $24.24, Avantax Planning Partners, Inc.'s estimated gain on his HYMB holdings is $-6.52 Mil, reflecting a -4.21% gain to date.
Avantax Planning Partners, Inc. HYMB ($24.24) Holding Chart
Avantax Planning Partners, Inc. HYMB ($24.24) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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