Goal Vest Advisory LLC Spdr Bloomberg Short Term High Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Spdr Bloomberg Short Term High stock. As of the latest transaction made, Goal Vest Advisory LLC holds 41 shares of SJNK stock, worth $1,048. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,048

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$25.09 - $25.69 $1,028 - $1,053	41 New	41 $1,000
Q2 2022 Jul 06, 2022	SELL	$23.97 - $26.27 $287 - $315	-12 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$25.67 - $27.15 $308 - $325	12 New	12 $0
Q1 2021 May 13, 2021	SELL	$26.89 - $27.33 $161 - $163	-6 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$25.77 - $26.95 $154 - $161	6 New	6 $0

Others Institutions Holding SJNK

# of Institutions

380

Shares Held

136M

Call Options Held

300

Put Options Held

Ilmarinen Mutual Pension Insurance CO Helsinki, H9

19.4M
Shares

$495 Million
5.43% of portfolio
Grimes & Company, Inc.

7.85M
Shares

$201 Million
5.77% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.95M
Shares

$178 Million
0.05% of portfolio
Angeles Investment Advisors, LLC

4.85M
Shares

$124 Million
6.42% of portfolio
Wright Fund Management, LLC Santa Monica, CA

4.83M
Shares

$123 Million
5.46% of portfolio

View Full List

About SPDR BLOOMBERG SHORT TERM HIGH

Ticker SJNK
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