Spectrum Planning & Advisory Services Inc. Ishares 0 5 Year High Yield CO Transaction History

Spectrum Planning & Advisory Services Inc.

$70.6 Million
Q4 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 19, 2023	BUY	$40.29 - $41.87 $1.38 Million - $1.43 Million	34,204 New	34,204 $0
Q1 2021 Apr 27, 2021	SELL	$45.28 - $45.81 $2.55 Million - $2.58 Million	-56,230 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$43.72 - $45.44 $2.46 Million - $2.56 Million	56,230 New	56,230 $2.56 Million

Others Institutions Holding SHYG

# of Institutions

529

Shares Held

119M

Call Options Held

Put Options Held

Royal Bank Of Canada Toronto, A6

11M
Shares

$464 Million
0.11% of portfolio
Personal Capital Advisors Corp

8.07M
Shares

$340 Million
1.6% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

7.49M
Shares

$316 Million
1.19% of portfolio
Bramshill Investments, LLC Naples, FL

6.89M
Shares

$291 Million
34.93% of portfolio
Japan Science & Technology Agency Tokyo, M0

5.07M
Shares

$214 Million
2.68% of portfolio

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