Integrated Wealth Concepts LLC Spdr Bloomberg Short Term High Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Bloomberg Short Term High stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 40,527 shares of SJNK stock, worth $1.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
40,527
Previous 25,479 59.06%
Holding current value
$1.02 Million
Previous $643,000 58.48%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$25.08 - $25.64 $377,403 - $385,830
15,048 Added 59.06%
40,527 $1.02 Million
Q4 2024

Feb 14, 2025
SELL
$25.09 - $25.69 $656,906 - $672,615
-26,182 Reduced 50.68%
25,479 $643,000
Q3 2024

Nov 14, 2024
BUY
$24.8 - $25.75 $648,321 - $673,156
26,142 Added 102.44%
51,661 $1.33 Million
Q2 2024

Aug 14, 2024
BUY
$24.69 - $25.06 $630,064 - $639,506
25,519 New
25,519 $637,000
Q2 2023

Aug 15, 2023
BUY
$24.32 - $24.74 $6.99 Million - $7.12 Million
287,622 New
287,622 $7.1 Million

Others Institutions Holding SJNK

# of Institutions
406
Shares Held
133M
Call Options Held
103K
Put Options Held
80.4K
View Full List

About SPDR BLOOMBERG SHORT TERM HIGH

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