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 $413,597. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,278

Previous 4,312 0.79%

Holding current value

$413,597

Previous $422 Million 3.14%

% of portfolio

0.06%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

625

Shares Held

78.2M

Call Options Held

202K

Put Options Held

85.7K

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 Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Account

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