Wealth Plan Partners, LLC Spdr Bloomberg High Yield Bond Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Spdr Bloomberg High Yield Bond stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 4,278 shares of JNK stock, worth $409,661. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,278

Previous 4,312 0.79%

Holding current value

$409,661

Previous $422 Million 3.14%

% of portfolio

0.06%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	SELL	$94.77 - $97.36 $3,222 - $3,310	-34 Reduced 0.79%	4,278 $408 Million
Q4 2023 Jan 05, 2024	SELL	$87.96 - $95.4 $263 - $286	-3 Reduced 0.07%	4,312 $408 Million
Q3 2023 Nov 01, 2023	BUY	$90.07 - $92.79 $270 - $278	3 Added 0.07%	4,315 $390 Million
Q2 2023 Jul 31, 2023	SELL	$90.21 - $92.61 $74,152 - $76,125	-822 Reduced 16.01%	4,312 $397 Million
Q1 2023 May 10, 2023	SELL	$89.57 - $94.63 $51,413 - $54,317	-574 Reduced 10.06%	5,134 $477 Million
Q4 2022 Feb 16, 2023	SELL	$87.45 - $93.18 $408,566 - $435,336	-4,672 Reduced 45.01%	5,708 $525 Million
Q1 2022 May 03, 2022	SELL	$99.6 - $108.5 $72,210 - $78,662	-725 Reduced 6.53%	10,380 $1.01 Million
Q4 2021 Feb 01, 2022	BUY	$106.55 - $109.3 $532 - $546	5 Added 0.05%	11,105 $1.17 Million
Q3 2021 Dec 09, 2021	BUY	$108.65 - $110.11 $381,796 - $386,926	3,514 Added 46.32%	11,100 $1.21 Million
Q2 2021 Aug 19, 2021	BUY	$108.15 - $109.98 $277,945 - $282,648	2,570 Added 51.24%	7,586 $826,000
Q1 2021 May 11, 2021	BUY	$107.06 - $109.64 $77,725 - $79,598	726 Added 16.92%	5,016 $546,000
Q4 2020 Feb 09, 2021	BUY	$103.81 - $108.94 $50,659 - $53,162	488 Added 12.84%	4,290 $468,000
Q3 2020 Dec 18, 2020	BUY	$100.95 - $106.1 $78,438 - $82,439	777 Added 25.69%	3,802 $403,000
Q2 2020 Aug 19, 2020	BUY	$90.54 - $104.76 $273,883 - $316,899	3,025 New	3,025 $317,000

Others Institutions Holding JNK

# of Institutions

627

Shares Held

77.8M

Call Options Held

51.9K

Put Options Held

76.9K

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About SPDR BLOOMBERG HIGH YIELD BOND

Ticker JNK
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Wealth Plan Partners, LLC Spdr Bloomberg High Yield Bond Transaction History