Aj Wealth Strategies, LLC Spdr Bloomberg Short Term High Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 27, 2022	SELL	$23.77 - $25.45 $2.29 Million - $2.45 Million	-96,263 Reduced 82.53%	20,372 $484,000
Q2 2022 Aug 04, 2022	SELL	$23.97 - $26.27 $2.57 Million - $2.81 Million	-107,139 Reduced 47.88%	116,635 $2.81 Million
Q1 2022 May 13, 2022	SELL	$25.67 - $27.15 $452,074 - $478,138	-17,611 Reduced 7.3%	223,774 $5.87 Million
Q4 2021 Jan 26, 2022	SELL	$26.84 - $27.37 $67.7 Million - $69 Million	-2,522,027 Reduced 91.26%	241,385 $6.55 Million
Q3 2021 Oct 20, 2021	BUY	$27.24 - $27.55 $3.19 Million - $3.22 Million	116,946 Added 4.42%	2,763,412 $75.7 Million
Q2 2021 Aug 16, 2021	BUY	$27.25 - $27.58 $19 Million - $19.2 Million	697,111 Added 35.76%	2,646,466 $73 Million
Q1 2021 May 06, 2021	BUY	$26.89 - $27.33 $52.4 Million - $53.3 Million	1,949,355 New	1,949,355 $53.3 Million

Others Institutions Holding SJNK

# of Institutions

376

Shares Held

133M

Call Options Held

300

Put Options Held

0

Ilmarinen Mutual Pension Insurance CO Helsinki, H9

19.4M
Shares

$488 Million
5.43% of portfolio
Grimes & Company, Inc.

7.47M
Shares

$188 Million
5.26% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.95M
Shares

$175 Million
0.05% of portfolio
Angeles Investment Advisors, LLC

4.85M
Shares

$122 Million
6.42% of portfolio
Wright Fund Management, LLC Santa Monica, CA

4.83M
Shares

$122 Million
5.46% of portfolio

About SPDR BLOOMBERG SHORT TERM HIGH

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