Liberty Wealth Management LLC Spdr Bloomberg Short Term High Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$26.84 - $27.37 $2,200 - $2,244	-82 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$27.24 - $27.55 $1,116 - $1,129	41 Added 100.0%	82 $2,000
Q2 2021 Aug 13, 2021	SELL	$27.25 - $27.58 $29,702 - $30,062	-1,090 Reduced 96.37%	41 $1,000
Q2 2021 Aug 13, 2021	BUY	$27.25 - $27.58 $29,702 - $30,062	1,090 Added 2658.54%	1,131 $41,000
Q3 2020 Nov 05, 2020	SELL	$25.1 - $26.1 $2,535 - $2,636	-101 Reduced 71.13%	41 $1,000
Q2 2020 Aug 04, 2020	BUY	$22.7 - $25.75 $1,793 - $2,034	79 Added 125.4%	142 $0
Q1 2020 Apr 27, 2020	SELL	$21.62 - $27.12 $1,016 - $1,274	-47 Reduced 42.73%	63 $3,000
Q3 2019 Oct 30, 2019	BUY	$26.99 - $27.14 $2,968 - $2,985	110 New	110 $3,000
Q2 2019 Jul 30, 2019	SELL	N/A	-99 Closed	0 $0
Q1 2019 Apr 18, 2019	BUY	N/A	99 New	99 $2,000

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

$495 Million
5.43% of portfolio
Grimes & Company, Inc.

7.47M
Shares

$191 Million
5.26% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.95M
Shares

$178 Million
0.05% of portfolio
Angeles Investment Advisors, LLC

4.85M
Shares

$124 Million
6.42% of portfolio
Wright Fund Management, LLC Santa Monica, CA

4.83M
Shares

$123 Million
5.46% of portfolio

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