Schwallier Wealth Management LLC Spdr Bloomberg High Yield Bond Transaction History

Schwallier Wealth Management LLC

  • $140 Billion
  • Q3 2024

A detailed history of Schwallier Wealth Management LLC transactions in Spdr Bloomberg High Yield Bond stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 11,268 shares of JNK stock, worth $1.09 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
11,268
Previous 9,670 16.53%
Holding current value
$1.09 Million
Previous $912 Million 20.87%
% of portfolio
0.79%
Previous 0.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$93.65 - $97.81 $149,652 - $156,300
1,598 Added 16.53%
11,268 $1.1 Billion
Q2 2024

Aug 13, 2024
SELL
$92.57 - $94.69 $63,780 - $65,241
-689 Reduced 6.65%
9,670 $912 Million
Q1 2024

May 14, 2024
BUY
$93.76 - $95.35 $48,192 - $49,009
514 Added 5.22%
10,359 $986 Million
Q4 2023

Feb 14, 2024
BUY
$87.96 - $95.4 $865,966 - $939,213
9,845 New
9,845 $933 Million

Others Institutions Holding JNK

# of Institutions
595
Shares Held
77.3M
Call Options Held
201K
Put Options Held
161K
View Full List

About SPDR BLOOMBERG HIGH YIELD BOND

JNK Quotes by TradingView
  • Ticker JNK
  • Sector ETFs
  • Industry ETFs
More about JNK
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