Number of Shares
32,695.00
Current Holdings Value*
$824,570.00
% of Portfolio
0.48%
Total Estimate Gain
$-174,961.70
% of Total Estimate Gain
-8.59%

CarsonAllaria Wealth Management, Ltd.'s SPDR Nuveen ICE High Yield Municipal Bond ETF Holding Summary

As of 2025-03-31, CarsonAllaria Wealth Management, Ltd. held 32,695.00 shares of SPDR Nuveen ICE High Yield Municipal Bond ETF(HYMB), totaling $824,570.00. This investment constitutes 0.48% of their stock portfolio, and CarsonAllaria Wealth Management, Ltd. now holds 0.03% of the outstanding SPDR Nuveen ICE High Yield Municipal Bond ETF(HYMB) stock.

The initial trade took place in 2021Q4. And since then CarsonAllaria Wealth Management, Ltd. has made 1 purchases of HYMB, at an average price of $27.99, for a total of 72,781.00 shares. In addition, there have been 2 sales at an average price of $26.46 for 40,086.00 shares. Based on historical transaction data and HYMB's current price of $24.51, CarsonAllaria Wealth Management, Ltd.'s estimated gain on his HYMB holdings is $-174,961.70, reflecting a -8.59% gain to date.

CarsonAllaria Wealth Management, Ltd. HYMB ($24.51) Holding Chart

CarsonAllaria Wealth Management, Ltd. HYMB ($24.51) 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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