Lvw Advisors, LLC Spdr Bloomberg Short Term High Transaction History

Lvw Advisors, LLC

$788 Million
Q1 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 26, 2022	SELL	$26.84 - $27.37 $252,779 - $257,770	-9,418 Closed	0 $0
Q1 2021 Apr 19, 2021	BUY	$26.89 - $27.33 $4,813 - $4,892	179 Added 1.94%	9,418 $257,000
Q2 2020 Aug 11, 2020	BUY	$22.7 - $25.75 $209,725 - $237,904	9,239 New	9,239 $233,000
Q1 2020 Apr 23, 2020	SELL	$21.62 - $27.12 $5.57 Million - $6.98 Million	-257,495 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$26.55 - $26.99 $384,656 - $391,031	-14,488 Reduced 5.33%	257,495 $6.94 Million
Q3 2019 Oct 22, 2019	BUY	$26.99 - $27.14 $289,062 - $290,669	10,710 Added 4.1%	271,983 $7.35 Million
Q2 2019 Aug 14, 2019	BUY	N/A	103,406 Added 65.5%	261,273 $7.11 Million
Q1 2019 May 03, 2019	BUY	N/A	40,212 Added 34.18%	157,867 $4.3 Million
Q4 2018 Feb 05, 2019	BUY	N/A	79,122 Added 205.34%	117,655 $3.06 Million
Q3 2018 Nov 02, 2018	BUY	N/A	8,581 Added 28.65%	38,533 $1.06 Million
Q2 2018 Jul 31, 2018	BUY	N/A	29,952 New	29,952 $817,000

Others Institutions Holding SJNK

# of Institutions

407

Shares Held

138M

Call Options Held

103K

Put Options Held

80.4K

Ameriprise Financial Inc Minneapolis, MN

18.7M
Shares

$467 Million
0.13% of portfolio
Grimes & Company, Inc.

8.16M
Shares

$204 Million
6.45% of portfolio
Ilmarinen Mutual Pension Insurance CO Helsinki, H9

5.46M
Shares

$136 Million
1.18% of portfolio
Wright Fund Management, LLC Santa Monica, CA

5.31M
Shares

$133 Million
4.8% of portfolio
Lpl Financial LLC Fort Mill, SC

4.61M
Shares

$115 Million
0.05% of portfolio

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