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 $9.68 Million. This represents 7.14% of its overall portfolio holdings.
Number of Shares
383,449
Previous 440,775
13.01%
Holding current value
$9.68 Million
Previous $11.2 Million
12.59%
% of portfolio
7.14%
Previous 8.54%
Shares
3 transactions
Others Institutions Holding SJNK
# of Institutions
434Shares Held
134MCall Options Held
14.1KPut Options Held
0-
Ameriprise Financial Inc Minneapolis, MN17.1MShares$432 Million0.11% of portfolio
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Grimes & Company, Inc.6.82MShares$172 Million4.44% of portfolio
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Lpl Financial LLC Fort Mill, SC5.77MShares$146 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA5.04MShares$127 Million0.03% of portfolio
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I A Global Asset Management Inc. Quebec, A85.03MShares$127 Million1.76% of portfolio