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

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Spdr Bloomberg Short Term High stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 38,285 shares of SJNK stock, worth $973,204. This represents 0.2% of its overall portfolio holdings.

Number of Shares
38,285
Previous 37,343 2.52%
Holding current value
$973,204
Previous $962 Million 0.53%
% of portfolio
0.2%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$25.09 - $25.69 $23,634 - $24,199
942 Added 2.52%
38,285 $967 Million
Q3 2024

Oct 28, 2024
SELL
$24.8 - $25.75 $12,152 - $12,617
-490 Reduced 1.3%
37,343 $962 Million
Q2 2024

Sep 11, 2024
BUY
$24.69 - $25.06 $4,740 - $4,811
192 Added 0.51%
37,833 $945 Million
Q1 2024

Sep 11, 2024
BUY
$24.97 - $25.29 $2,072 - $2,099
83 Added 0.22%
37,641 $949 Million
Q4 2023

Sep 11, 2024
SELL
$23.92 - $25.29 $81,184 - $85,834
-3,394 Reduced 8.29%
37,558 $944 Million
Q3 2023

Sep 11, 2024
BUY
$24.38 - $24.83 $30,962 - $31,534
1,270 Added 3.2%
40,952 $1 Billion
Q2 2023

Sep 11, 2024
SELL
$24.32 - $24.74 $46,840 - $47,649
-1,926 Reduced 4.63%
39,682 $980 Million
Q1 2023

Sep 11, 2024
SELL
$24.16 - $25.15 $21,454 - $22,333
-888 Reduced 2.09%
41,608 $1.03 Billion
Q4 2022

Sep 11, 2024
BUY
$23.68 - $24.88 $1.01 Million - $1.06 Million
42,496 New
42,496 $1.03 Billion

Others Institutions Holding SJNK

# of Institutions
405
Shares Held
126M
Call Options Held
300
Put Options Held
0
View Full List

About SPDR BLOOMBERG SHORT TERM HIGH

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