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

Wealth Shield Partners, LLC

$640 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 29, 2024	SELL	$24.97 - $25.29 $11,411 - $11,557	-457 Reduced 86.88%	69 $1,000
Q4 2023 Jan 23, 2024	BUY	$23.92 - $25.29 $12,581 - $13,302	526 New	526 $13,000
Q3 2021 Nov 12, 2021	SELL	$27.24 - $27.55 $119,828 - $121,192	-4,399 Closed	0 $0
Q2 2021 Aug 06, 2021	SELL	$27.25 - $27.58 $45,970 - $46,527	-1,687 Reduced 27.72%	4,399 $121,000
Q1 2021 May 17, 2021	SELL	$26.89 - $27.33 $68,838 - $69,964	-2,560 Reduced 29.61%	6,086 $166,000
Q4 2020 Feb 16, 2021	SELL	$25.77 - $26.95 $60,817 - $63,602	-2,360 Reduced 21.44%	8,646 $233,000
Q3 2020 Oct 30, 2020	BUY	$25.1 - $26.1 $264,378 - $274,911	10,533 Added 2226.85%	11,006 $285,000
Q2 2020 Aug 13, 2020	BUY	$22.7 - $25.75 $10,737 - $12,179	473 New	473 $12,000
Q1 2020 May 12, 2020	SELL	$21.62 - $27.12 $74,934 - $93,997	-3,466 Closed	0 $0
Q4 2017 Apr 18, 2018	BUY	N/A	3,466	3,466 $96,000

Others Institutions Holding SJNK

# of Institutions

376

Shares Held

131M

Call Options Held

100

Put Options Held

200

Ilmarinen Mutual Pension Insurance CO Helsinki, H9

15.4M
Shares

$394 Million
4.47% of portfolio
Ameriprise Financial Inc Minneapolis, MN

10M
Shares

$257 Million
0.07% of portfolio
Grimes & Company, Inc.

7.21M
Shares

$185 Million
5.43% of portfolio
Angeles Investment Advisors, LLC

7.12M
Shares

$183 Million
9.1% of portfolio
State Of New Jersey Common Pension Fund D

5.89M
Shares

$151 Million
0.65% of portfolio

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