Congress Wealth Management LLC Spdr Bloomberg High Yield Bond Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr Bloomberg High Yield Bond stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,601 shares of JNK stock, worth $444,548. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,601
Previous 38,506 88.05%
Holding current value
$444,548
Previous $3.63 Million 87.63%
% of portfolio
0.01%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$93.65 - $97.81 $3.18 Million - $3.32 Million
-33,905 Reduced 88.05%
4,601 $449,000
Q2 2024

Aug 13, 2024
BUY
$92.57 - $94.69 $462 - $473
5 Added 0.01%
38,506 $3.63 Million
Q1 2024

Apr 18, 2024
BUY
$93.76 - $95.35 $52,505 - $53,396
560 Added 1.48%
38,501 $3.67 Million
Q4 2023

Feb 09, 2024
BUY
$87.96 - $95.4 $29,290 - $31,768
333 Added 0.89%
37,941 $3.59 Million
Q3 2023

Oct 30, 2023
BUY
$90.07 - $92.79 $2.91 Million - $3 Million
32,298 Added 608.25%
37,608 $3.4 Million
Q2 2023

Jul 13, 2023
SELL
$90.21 - $92.61 $42,128 - $43,248
-467 Reduced 8.08%
5,310 $488,000
Q1 2023

Apr 14, 2023
BUY
$89.57 - $94.63 $9,673 - $10,220
108 Added 1.91%
5,777 $536,000
Q4 2022

Feb 02, 2023
SELL
$87.45 - $93.18 $9,706 - $10,342
-111 Reduced 1.92%
5,669 $510,000
Q3 2022

Nov 08, 2022
BUY
$87.57 - $97.57 $2,714 - $3,024
31 Added 0.54%
5,780 $508,000
Q2 2022

Aug 11, 2022
SELL
$90.32 - $102.87 $13,728 - $15,636
-152 Reduced 2.58%
5,749 $521,000
Q1 2022

May 16, 2022
SELL
$99.6 - $108.5 $37,051 - $40,362
-372 Reduced 5.93%
5,901 $604,000
Q4 2021

Feb 04, 2022
BUY
$106.55 - $109.3 $668,388 - $685,638
6,273 New
6,273 $681,000

Others Institutions Holding JNK

# of Institutions
594
Shares Held
79.2M
Call Options Held
201K
Put Options Held
161K
View Full List

About SPDR BLOOMBERG HIGH YIELD BOND

JNK Quotes by TradingView
  • Ticker JNK
  • Sector ETFs
  • Industry ETFs
More about JNK
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