Kingsview Wealth Management, LLC Spdr Bloomberg Short Term High Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Bloomberg Short Term High stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 244,464 shares of SJNK stock, worth $6.25 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

244,464

Previous 195,507 25.04%

Holding current value

$6.25 Million

Previous $5.03 Million 22.61%

% of portfolio

0.13%

Previous 0.11%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$25.09 - $25.69 $1.23 Million - $1.26 Million	48,957 Added 25.04%	244,464 $6.17 Million
Q3 2024 Nov 12, 2024	SELL	$24.8 - $25.75 $61,776 - $64,143	-2,491 Reduced 1.26%	195,507 $5.03 Million
Q2 2024 Aug 14, 2024	BUY	$24.69 - $25.06 $369,905 - $375,448	14,982 Added 8.19%	197,998 $4.94 Million
Q1 2024 May 09, 2024	BUY	$24.97 - $25.29 $227,326 - $230,240	9,104 Added 5.23%	183,016 $4.62 Million
Q4 2023 Feb 08, 2024	BUY	$23.92 - $25.29 $182,126 - $192,558	7,614 Added 4.58%	173,912 $4.37 Million
Q3 2023 Nov 07, 2023	BUY	$24.38 - $24.83 $628,613 - $640,216	25,784 Added 18.35%	166,298 $4.07 Million
Q2 2023 Aug 10, 2023	BUY	$24.32 - $24.74 $83,904 - $85,353	3,450 Added 2.52%	140,514 $3.47 Million
Q1 2023 May 15, 2023	BUY	$24.16 - $25.15 $751,955 - $782,768	31,124 Added 29.38%	137,064 $3.4 Million
Q4 2022 Feb 13, 2023	BUY	$23.68 - $24.88 $25,171 - $26,447	1,063 Added 1.01%	105,940 $2.57 Million
Q3 2022 Nov 14, 2022	SELL	$23.77 - $25.45 $230,046 - $246,305	-9,678 Reduced 8.45%	104,877 $2.49 Million
Q2 2022 Aug 16, 2022	BUY	$23.97 - $26.27 $318,824 - $349,417	13,301 Added 13.14%	114,555 $2.76 Million
Q1 2022 Feb 08, 2024	SELL	$25.67 - $27.15 $1.33 Million - $1.41 Million	-51,921 Reduced 29.85%	121,991 $0
Q4 2021 Feb 17, 2022	BUY	$26.84 - $27.37 $177,546 - $181,052	6,615 Added 6.99%	101,254 $2.75 Million
Q3 2021 Dec 03, 2021	BUY	$27.24 - $27.55 $60,609 - $61,298	2,225 Added 2.41%	94,639 $2.59 Million
Q2 2021 Aug 17, 2021	BUY	$27.25 - $27.58 $405,861 - $410,776	14,894 Added 19.21%	92,414 $2.54 Million
Q1 2021 May 24, 2021	BUY	$26.89 - $27.33 $1.13 Million - $1.15 Million	42,170 Added 119.29%	77,520 $2.12 Million
Q4 2020 Feb 16, 2021	BUY	$25.77 - $26.95 $147,765 - $154,531	5,734 Added 19.36%	35,350 $953,000
Q3 2020 Nov 19, 2020	BUY	$25.1 - $26.1 $261,190 - $271,596	10,406 Added 54.17%	29,616 $766,000
Q2 2020 Aug 14, 2020	BUY	$22.7 - $25.75 $241,596 - $274,057	10,643 Added 124.23%	19,210 $484,000
Q1 2020 May 11, 2020	SELL	$21.62 - $27.12 $15,544 - $19,499	-719 Reduced 7.74%	8,567 $202,000
Q4 2019 Jan 31, 2020	BUY	$26.55 - $26.99 $246,543 - $250,629	9,286 New	9,286 $250,000
Q2 2019 Jan 29, 2020	SELL	N/A	-15,950 Closed	0 $0
Q1 2019 Jan 29, 2020	BUY	N/A	15,950 New	15,950 $435,000
Q4 2017 Jan 29, 2020	SELL	N/A	-7,866 Closed	0 $0
Q3 2017 Jan 29, 2020	BUY	N/A	7,866	7,866 $220,000

Others Institutions Holding SJNK

# of Institutions

403

Shares Held

131M

Call Options Held

109K

Put Options Held

67.5K

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About SPDR BLOOMBERG SHORT TERM HIGH

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Kingsview Wealth Management, LLC Spdr Bloomberg Short Term High Transaction History