Juncture Wealth Strategies, LLC Spdr Bloomberg Short Term High Transaction History

Juncture Wealth Strategies, LLC

$258 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 17, 2019	SELL	N/A	-8,675 Closed	0 $0
Q3 2018 Oct 03, 2018	BUY	N/A	356 Added 4.28%	8,675 $239,000
Q2 2018 Jul 13, 2018	BUY	N/A	8,319 New	8,319 $227,000

Others Institutions Holding SJNK

# of Institutions

375

Shares Held

133M

Call Options Held

300

Put Options Held

0

Ilmarinen Mutual Pension Insurance CO Helsinki, H9

19.4M
Shares

$488 Million
5.43% of portfolio
Grimes & Company, Inc.

7.47M
Shares

$188 Million
5.26% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.95M
Shares

$175 Million
0.05% of portfolio
Angeles Investment Advisors, LLC

4.85M
Shares

$122 Million
6.42% of portfolio
Wright Fund Management, LLC Santa Monica, CA

4.83M
Shares

$122 Million
5.46% of portfolio

About SPDR BLOOMBERG SHORT TERM HIGH

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