Householder Group Estate & Retirement Specialist, LLC Spdr Bloomberg High Yield Bond Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$93.65 - $97.81 $100,861 - $105,341	1,077 New	1,077 $105,000
Q4 2023 Jan 23, 2024	BUY	$87.96 - $95.4 $192,456 - $208,735	2,188 Added 251.78%	3,057 $289,000
Q3 2023 Oct 10, 2023	BUY	$90.07 - $92.79 $78,270 - $80,634	869 New	869 $78,000
Q3 2022 Oct 11, 2022	BUY	$87.57 - $97.57 $8,494 - $9,464	97 New	97 $8,000

Others Institutions Holding JNK

# of Institutions

617

Shares Held

77.3M

Call Options Held

51.9K

Put Options Held

76.9K

State Street Corp Boston, MA

10.6M
Shares

$993 Million
0.04% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

5.48M
Shares

$513 Million
3.8% of portfolio
Assetmark, Inc

4.96M
Shares

$464 Million
1.3% of portfolio
Wright Fund Management, LLC Santa Monica, CA

4.52M
Shares

$423 Million
15.46% of portfolio
Wells Fargo & Company San Francisco, CA

4.45M
Shares

$416 Million
0.1% of portfolio

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