Clearview Wealth Advisors LLC Spdr Bloomberg Short Term High Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 12, 2023	SELL	$24.16 - $25.15 $3,624 - $3,772	-150 Reduced 33.56%	297 $7,000
Q4 2022 Jan 31, 2023	SELL	$23.68 - $24.88 $45,512 - $47,819	-1,922 Reduced 81.13%	447 $10,000
Q3 2022 Oct 18, 2022	SELL	$23.77 - $25.45 $4,112 - $4,402	-173 Reduced 6.81%	2,369 $56,000
Q2 2022 Aug 05, 2022	SELL	$23.97 - $26.27 $49,665 - $54,431	-2,072 Reduced 44.91%	2,542 $61,000
Q1 2022 Apr 29, 2022	SELL	$25.67 - $27.15 $325,367 - $344,126	-12,675 Reduced 73.31%	4,614 $121,000
Q4 2021 Feb 02, 2022	BUY	$26.84 - $27.37 $193,113 - $196,927	7,195 Added 71.28%	17,289 $469,000
Q3 2021 Nov 02, 2021	BUY	$27.24 - $27.55 $249,899 - $252,743	9,174 Added 997.17%	10,094 $276,000
Q2 2021 Jul 30, 2021	BUY	$27.25 - $27.58 $109 - $110	4 Added 0.44%	920 $25,000
Q1 2021 May 06, 2021	BUY	$26.89 - $27.33 $80 - $81	3 Added 0.33%	916 $25,000
Q4 2020 Jan 21, 2021	BUY	$25.77 - $26.95 $23,528 - $24,605	913 New	913 $25,000

Others Institutions Holding SJNK

# of Institutions

375

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

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