Investments & Financial Planning, LLC Spdr Bloomberg High Yield Bond Transaction History

Investments & Financial Planning, LLC

  • $162 Million
  • Q4 2024

A detailed history of Investments & Financial Planning, LLC transactions in Spdr Bloomberg High Yield Bond stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 2,547 shares of JNK stock, worth $246,243. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,547
Previous 2,772 8.12%
Holding current value
$246,243
Previous $271,000 10.33%
% of portfolio
0.15%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$94.77 - $97.36 $21,323 - $21,906
-225 Reduced 8.12%
2,547 $243,000
Q3 2024

Oct 15, 2024
SELL
$93.65 - $97.81 $2,996 - $3,129
-32 Reduced 1.14%
2,772 $271,000
Q2 2024

Jul 18, 2024
BUY
$92.57 - $94.69 $3,147 - $3,219
34 Added 1.23%
2,804 $264,000
Q1 2024

May 03, 2024
SELL
$93.76 - $95.35 $10,969 - $11,155
-117 Reduced 4.05%
2,770 $263,000
Q4 2023

Jan 18, 2024
SELL
$87.96 - $95.4 $791 - $858
-9 Reduced 0.31%
2,887 $273,000
Q3 2023

Oct 18, 2023
BUY
$90.07 - $92.79 $3,873 - $3,989
43 Added 1.51%
2,896 $261,000
Q2 2023

Jul 18, 2023
SELL
$90.21 - $92.61 $13,441 - $13,798
-149 Reduced 4.96%
2,853 $262,000
Q1 2023

May 02, 2023
BUY
$89.57 - $94.63 $3,314 - $3,501
37 Added 1.25%
3,002 $278,000
Q4 2022

Feb 28, 2023
BUY
$87.45 - $93.18 $2,885 - $3,074
33 Added 1.13%
2,965 $266,000
Q2 2022

Aug 11, 2022
SELL
$90.32 - $102.87 $25,018 - $28,494
-277 Reduced 8.63%
2,932 $266,000
Q1 2022

May 09, 2022
BUY
$99.6 - $108.5 $2,988 - $3,255
30 Added 0.94%
3,209 $329,000
Q4 2021

Feb 11, 2022
BUY
$106.55 - $109.3 $338,722 - $347,464
3,179 New
3,179 $329,000

Others Institutions Holding JNK

# of Institutions
625
Shares Held
78.2M
Call Options Held
202K
Put Options Held
85.7K
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 Investments & Financial Planning, LLC Portfolio

Follow Investments & Financial Planning, 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 Investments & Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investments & Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email