Moulton Wealth Management, Inc Spdr Bloomberg Short Term High Transaction History
Moulton Wealth Management, Inc
- $137 Million
- Q3 2025
A detailed history of Moulton Wealth Management, Inc transactions in Spdr Bloomberg Short Term High stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 383,449 shares of SJNK stock, worth $9.66 Million. This represents 7.14% of its overall portfolio holdings.
Number of Shares
383,449
Previous 440,775
13.01%
Holding current value
$9.66 Million
Previous $11.2 Million
12.59%
% of portfolio
7.14%
Previous 8.54%
Shares
3 transactions
Others Institutions Holding SJNK
# of Institutions
418Shares Held
131MCall Options Held
21KPut Options Held
21.2K-
Ameriprise Financial Inc Minneapolis, MN15.8MShares$398 Million0.1% of portfolio
-
Grimes & Company, Inc.6.64MShares$167 Million4.72% of portfolio
-
Wright Fund Management, LLC Santa Monica, CA5.31MShares$134 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.7MShares$118 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA4.52MShares$114 Million0.02% of portfolio