High Net Worth Advisory Group LLC Spdr Bloomberg Short Term High Transaction History

High Net Worth Advisory Group LLC

$340 Million
Q1 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Spdr Bloomberg Short Term High stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 36,000 shares of SJNK stock, worth $899,640. This represents 0.27% of its overall portfolio holdings.

Number of Shares

36,000

Previous 36,000 -0.0%

Holding current value

$899,640

Previous $909,000 0.44%

% of portfolio

0.27%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$25.09 - $25.69 $25,090 - $25,690	1,000 Added 2.86%	36,000 $909,000
Q2 2024 Jul 17, 2024	SELL	$24.69 - $25.06 $24,690 - $25,060	-1,000 Reduced 2.78%	35,000 $873,000
Q4 2022 Feb 14, 2023	BUY	$23.68 - $24.88 $355,200 - $373,200	15,000 Added 71.43%	36,000 $872,000
Q3 2022 Oct 24, 2022	BUY	$23.77 - $25.45 $237,700 - $254,500	10,000 Added 90.91%	21,000 $499,000
Q2 2022 Aug 10, 2022	BUY	$23.97 - $26.27 $59,925 - $65,675	2,500 Added 29.41%	11,000 $265,000
Q1 2022 May 13, 2022	BUY	$25.67 - $27.15 $64,175 - $67,875	2,500 Added 41.67%	8,500 $223,000
Q4 2021 Apr 27, 2022	BUY	$26.84 - $27.37 $161,040 - $164,220	6,000 New	6,000 $162,000

Others Institutions Holding SJNK

# of Institutions

406

Shares Held

138M

Call Options Held

109K

Put Options Held

67.5K

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High Net Worth Advisory Group LLC Spdr Bloomberg Short Term High Transaction History