Summit Wealth Partners, LLC Spdr Bloomberg Short Term High Transaction History

Summit Wealth Partners, LLC

$482 Billion
Q2 2024

A detailed history of Summit Wealth Partners, LLC transactions in Spdr Bloomberg Short Term High stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 37,833 shares of SJNK stock, worth $969,659. This represents 0.2% of its overall portfolio holdings.

Number of Shares

37,833

Previous 37,641 0.51%

Holding current value

$969,659

Previous $949 Million 0.49%

% of portfolio

0.2%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Sep 11, 2024	BUY	$24.69 - $25.06 $4,740 - $4,811	192 Added 0.51%	37,833 $945 Million
Q1 2024 Sep 11, 2024	BUY	$24.97 - $25.29 $2,072 - $2,099	83 Added 0.22%	37,641 $949 Million
Q4 2023 Sep 11, 2024	SELL	$23.92 - $25.29 $81,184 - $85,834	-3,394 Reduced 8.29%	37,558 $944 Million
Q3 2023 Sep 11, 2024	BUY	$24.38 - $24.83 $30,962 - $31,534	1,270 Added 3.2%	40,952 $1 Billion
Q2 2023 Sep 11, 2024	SELL	$24.32 - $24.74 $46,840 - $47,649	-1,926 Reduced 4.63%	39,682 $980 Million
Q1 2023 Sep 11, 2024	SELL	$24.16 - $25.15 $21,454 - $22,333	-888 Reduced 2.09%	41,608 $1.03 Billion
Q4 2022 Sep 11, 2024	BUY	$23.68 - $24.88 $1.01 Million - $1.06 Million	42,496 New	42,496 $1.03 Billion

Others Institutions Holding SJNK

# of Institutions

376

Shares Held

131M

Call Options Held

100

Put Options Held

200

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About SPDR BLOOMBERG SHORT TERM HIGH

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Summit Wealth Partners, LLC Spdr Bloomberg Short Term High Transaction History