Amj Financial Wealth Management Spdr Bloomberg High Yield Bond Transaction History

Amj Financial Wealth Management

$343 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Dec 08, 2022	SELL	$90.32 - $102.87 $7.28 Million - $8.29 Million	-80,588 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$99.6 - $108.5 $415,830 - $452,987	4,175 Added 5.46%	80,588 $8.26 Million
Q4 2021 Feb 10, 2022	BUY	$106.55 - $109.3 $602,220 - $617,763	5,652 Added 7.99%	76,413 $8.3 Million
Q3 2021 Nov 12, 2021	BUY	$108.65 - $110.11 $610,613 - $618,818	5,620 Added 8.63%	70,761 $7.74 Million
Q2 2021 Aug 12, 2021	BUY	$108.15 - $109.98 $377,227 - $383,610	3,488 Added 5.66%	65,141 $7.16 Million
Q1 2021 May 07, 2021	BUY	$107.06 - $109.64 $3.09 Million - $3.17 Million	28,886 Added 88.16%	61,653 $6.71 Million
Q4 2020 Feb 09, 2021	BUY	$103.81 - $108.94 $3.4 Million - $3.57 Million	32,767 New	32,767 $3.57 Million

Others Institutions Holding JNK

# of Institutions

594

Shares Held

77.5M

Call Options Held

201K

Put Options Held

161K

State Street Corp Boston, MA

10.3M
Shares

$993 Million
0.04% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

5.45M
Shares

$526 Million
3.74% of portfolio
Wright Fund Management, LLC Santa Monica, CA

4.67M
Shares

$451 Million
20.09% of portfolio
Assetmark, Inc

4.45M
Shares

$429 Million
1.25% of portfolio
Wells Fargo & Company San Francisco, CA

4.17M
Shares

$402 Million
0.09% of portfolio

About SPDR BLOOMBERG HIGH YIELD BOND

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