Holistic Financial Partners Spdr Bloomberg Short Term High Transaction History

Holistic Financial Partners

$188 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	N/A	-2,129 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	N/A	2,129	2,129 $59,000

Others Institutions Holding SJNK

# of Institutions

376

Shares Held

131M

Call Options Held

100

Put Options Held

200

Ilmarinen Mutual Pension Insurance CO Helsinki, H9

15.4M
Shares

$394 Million
4.47% of portfolio
Ameriprise Financial Inc Minneapolis, MN

10M
Shares

$257 Million
0.07% of portfolio
Grimes & Company, Inc.

7.21M
Shares

$185 Million
5.43% of portfolio
Angeles Investment Advisors, LLC

7.12M
Shares

$183 Million
9.1% of portfolio
State Of New Jersey Common Pension Fund D

5.89M
Shares

$151 Million
0.65% of portfolio

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