Wealth Plan Partners, LLC Spdr Bloomberg Short Term High Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 01, 2022	SELL	$26.84 - $27.37 $207,795 - $211,898	-7,742 Closed	0 $0
Q3 2021 Dec 09, 2021	SELL	$27.24 - $27.55 $190 - $192	-7 Reduced 0.09%	7,742 $0
Q2 2021 Aug 19, 2021	BUY	$27.25 - $27.58 $211,160 - $213,717	7,749 New	7,749 $211,000
Q3 2020 Dec 18, 2020	SELL	$25.1 - $26.1 $411,263 - $427,648	-16,385 Closed	0 $0
Q2 2020 Aug 19, 2020	BUY	$22.7 - $25.75 $371,939 - $421,913	16,385 New	16,385 $423,000
Q2 2019 Aug 19, 2019	SELL	N/A	-9,003 Closed	0 $0
Q1 2019 May 16, 2019	SELL	N/A	-534 Reduced 5.6%	9,003 $243,000
Q4 2018 Feb 20, 2019	BUY	N/A	9,537 New	9,537 $258,000
Q3 2018 Nov 21, 2018	SELL	N/A	-15,265 Closed	0 $0
Q2 2018 Aug 16, 2018	SELL	N/A	-206 Reduced 1.33%	15,265 $417,000
Q1 2018 May 16, 2018	BUY	N/A	15,471 New	15,471 $423,000

Others Institutions Holding SJNK

# of Institutions

376

Shares Held

132M

Call Options Held

100

Put Options Held

200

Ilmarinen Mutual Pension Insurance CO Helsinki, H9

15.4M
Shares

$389 Million
4.47% of portfolio
Ameriprise Financial Inc Minneapolis, MN

10M
Shares

$253 Million
0.07% of portfolio
Grimes & Company, Inc.

7.47M
Shares

$189 Million
5.26% of portfolio
Angeles Investment Advisors, LLC

7.12M
Shares

$180 Million
9.1% of portfolio
Wright Fund Management, LLC Santa Monica, CA

5.27M
Shares

$133 Million
6.27% of portfolio

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