First Purpose Wealth LLC Spdr Bloomberg High Yield Bond Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Spdr Bloomberg High Yield Bond stock. As of the latest transaction made, First Purpose Wealth LLC holds 35,848 shares of JNK stock, worth $3.47 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
35,848
Previous 36,892 2.83%
Holding current value
$3.47 Million
Previous $3.49 Million 2.35%
% of portfolio
1.24%
Previous 1.36%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$93.76 - $95.35 $97,885 - $99,545
-1,044 Reduced 2.83%
35,848 $3.41 Million
Q4 2023

Apr 22, 2024
BUY
$87.96 - $95.4 $24,540 - $26,616
279 Added 0.76%
36,892 $3.49 Million
Q3 2023

Oct 30, 2023
SELL
$90.07 - $92.79 $89,709 - $92,418
-996 Reduced 2.65%
36,613 $3.31 Million
Q2 2023

Jul 21, 2023
SELL
$90.21 - $92.61 $98,058 - $100,667
-1,087 Reduced 2.81%
37,609 $3.46 Million
Q1 2023

May 03, 2023
BUY
$89.57 - $94.63 $335,350 - $354,294
3,744 Added 10.71%
38,696 $3.59 Million
Q4 2022

Jan 26, 2023
SELL
$87.45 - $93.18 $174,287 - $185,707
-1,993 Reduced 5.39%
34,952 $0
Q3 2022

Oct 24, 2022
BUY
$87.57 - $97.57 $2.83 Million - $3.15 Million
32,283 Added 692.47%
36,945 $3.25 Million
Q2 2022

Jul 25, 2022
BUY
$90.32 - $102.87 $34,411 - $39,193
381 Added 8.9%
4,662 $423,000
Q1 2022

Apr 18, 2022
SELL
$99.6 - $108.5 $1.84 Million - $2.01 Million
-18,518 Reduced 81.22%
4,281 $439,000
Q4 2021

Feb 24, 2022
BUY
$106.55 - $109.3 $2.43 Million - $2.49 Million
22,799 New
22,799 $2.48 Million

Others Institutions Holding JNK

# of Institutions
592
Shares Held
77.7M
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
Track This Portfolio

Track First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email