Kwb Wealth Spdr Bloomberg Short Term High Transaction History

Kwb Wealth

$806 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 07, 2023	BUY	$24.16 - $25.15 $22,492 - $23,414	931 Added 2.6%	36,703 $911,000
Q4 2022 Feb 09, 2023	BUY	$23.68 - $24.88 $847,080 - $890,007	35,772 New	35,772 $867,000

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

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