Strategic Family Wealth Counselors, L.L.C. Spdr Bloomberg High Yield Bond Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 25, 2023	BUY	$87.45 - $93.18 $274,855 - $292,864	3,143 New	3,143 $0
Q2 2022 Aug 11, 2022	SELL	$90.32 - $102.87 $227,064 - $258,615	-2,514 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$106.55 - $109.3 $267,866 - $274,780	2,514 New	2,514 $273,000
Q1 2020 Apr 16, 2020	SELL	$84.57 - $110.24 $267,241 - $348,358	-3,160 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	$107.21 - $109.95 $338,783 - $347,442	3,160 New	3,160 $346,000

Others Institutions Holding JNK

# of Institutions

594

Shares Held

79.2M

Call Options Held

201K

Put Options Held

161K

State Street Corp Boston, MA

10.3M
Shares

$992 Million
0.04% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

5.45M
Shares

$526 Million
3.74% of portfolio
Wright Fund Management, LLC Santa Monica, CA

4.67M
Shares

$450 Million
20.09% of portfolio
Assetmark, Inc

4.45M
Shares

$428 Million
1.25% of portfolio
Wells Fargo & Company San Francisco, CA

4.17M
Shares

$402 Million
0.09% of portfolio

View Full List

About SPDR BLOOMBERG HIGH YIELD BOND

Ticker JNK
Sector ETFs
Industry ETFs

More about JNK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Account