Plan A Wealth LLC Spdr Bloomberg High Yield Bond Transaction History

Plan A Wealth LLC

$197 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Nov 06, 2025	BUY	$94.77 - $97.36 $203,850 - $209,421	2,151 New	2,151 $205 Million

Others Institutions Holding JNK

# of Institutions

614

Shares Held

72.8M

Call Options Held

125K

Put Options Held

68.8K

State Street Corp Boston, MA

12.7M
Shares

$1.22 Billion
0.04% of portfolio
Assetmark, Inc

5.48M
Shares

$530 Million
1.18% of portfolio
Wells Fargo & Company San Francisco, CA

5.22M
Shares

$505 Million
0.1% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

3.48M
Shares

$337 Million
2.24% of portfolio
Japan Science & Technology Agency Tokyo, M0

2.9M
Shares

$280 Million
5.07% of portfolio

About SPDR BLOOMBERG HIGH YIELD BOND

Ticker JNK
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