Financial Strategies Group, Inc. Spdr Bloomberg Short Term High Transaction History

Financial Strategies Group, Inc.

$470 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	SELL	$23.92 - $25.29 $79,294 - $83,836	-3,315 Reduced 10.34%	28,755 $722,000
Q3 2023 Oct 18, 2023	BUY	$24.38 - $24.83 $297,972 - $303,472	12,222 Added 61.58%	32,070 $784,000
Q2 2023 Jul 13, 2023	SELL	$24.32 - $24.74 $17,802 - $18,109	-732 Reduced 3.56%	19,848 $490,000
Q1 2023 May 02, 2023	BUY	$24.16 - $25.15 $153,585 - $159,878	6,357 Added 44.7%	20,580 $511,000
Q4 2022 Feb 10, 2023	SELL	$23.68 - $24.88 $49,136 - $51,626	-2,075 Reduced 12.73%	14,223 $344,000
Q3 2022 Oct 26, 2022	SELL	$23.77 - $25.45 $79,225 - $84,824	-3,333 Reduced 16.98%	16,298 $0
Q2 2022 Aug 08, 2022	BUY	$23.97 - $26.27 $230,903 - $253,058	9,633 Added 96.35%	19,631 $473,000
Q1 2022 Apr 29, 2022	BUY	$25.67 - $27.15 $256,648 - $271,445	9,998 New	9,998 $262,000

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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