Schwallier Wealth Management LLC Spdr Bloomberg High Yield Bond Transaction History

Schwallier Wealth Management LLC

  • $131 Billion
  • Q4 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 12,366 shares of JNK stock, worth $1.2 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
12,366
Previous 11,268 9.74%
Holding current value
$1.2 Million
Previous $1.1 Billion 7.14%
% of portfolio
0.9%
Previous 0.79%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$94.77 - $97.36 $104,057 - $106,901
1,098 Added 9.74%
12,366 $1.18 Billion
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
621
Shares Held
77.8M
Call Options Held
51.9K
Put Options Held
76.9K
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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