Congress Wealth Management LLC Spdr Bloomberg High Yield Bond Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 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 4,594 shares of JNK stock, worth $443,918. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,594

Previous 4,601 0.15%

Holding current value

$443,918

Previous $449,000 2.45%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$94.77 - $97.36 $663 - $681	-7 Reduced 0.15%	4,594 $438,000
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

621

Shares Held

77.8M

Call Options Held

51.9K

Put Options Held

76.9K

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About SPDR BLOOMBERG HIGH YIELD BOND

Ticker JNK
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Congress Wealth Management LLC Spdr Bloomberg High Yield Bond Transaction History