True Wealth Advisors, LLC Spdr Bloomberg Short Term High Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Spdr Bloomberg Short Term High stock. As of the latest transaction made, True Wealth Advisors, LLC holds 133,613 shares of SJNK stock, worth $3.38 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

133,613

Previous 129,575 3.12%

Holding current value

$3.38 Million

Previous $3.34 Million 1.11%

% of portfolio

1.29%

Previous 1.23%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$25.09 - $25.69 $101,313 - $103,736	4,038 Added 3.12%	133,613 $3.37 Million
Q3 2024 Oct 29, 2024	SELL	$24.8 - $25.75 $1.14 Million - $1.19 Million	-46,048 Reduced 26.22%	129,575 $3.34 Million
Q2 2024 Jul 24, 2024	BUY	$24.69 - $25.06 $268,874 - $272,903	10,890 Added 6.61%	175,623 $4.39 Million
Q1 2024 Apr 23, 2024	BUY	$24.97 - $25.29 $1.94 Million - $1.97 Million	77,839 Added 89.58%	164,733 $4.15 Million
Q4 2023 Feb 08, 2024	SELL	$23.92 - $25.29 $97,354 - $102,930	-4,070 Reduced 4.47%	86,894 $2.18 Million
Q3 2023 Nov 07, 2023	SELL	$24.38 - $24.83 $441,180 - $449,323	-18,096 Reduced 16.59%	90,964 $2.22 Million
Q2 2023 Jul 31, 2023	SELL	$24.32 - $24.74 $1.64 Million - $1.67 Million	-67,487 Reduced 38.23%	109,060 $2.69 Million
Q1 2023 Apr 19, 2023	SELL	$24.16 - $25.15 $1.09 Million - $1.13 Million	-44,970 Reduced 20.3%	176,547 $4.39 Million
Q4 2022 Jan 23, 2023	BUY	$23.68 - $24.88 $4.26 Million - $4.47 Million	179,769 Added 430.61%	221,517 $0
Q3 2022 Oct 21, 2022	SELL	$23.77 - $25.45 $723,891 - $775,054	-30,454 Reduced 42.18%	41,748 $993,000
Q2 2022 Jul 27, 2022	SELL	$23.97 - $26.27 $5.04 Million - $5.52 Million	-210,228 Reduced 74.44%	72,202 $1.74 Million
Q1 2022 May 05, 2022	SELL	$25.67 - $27.15 $1.39 Million - $1.47 Million	-54,080 Reduced 16.07%	282,430 $7.67 Million
Q1 2022 May 04, 2022	BUY	$25.67 - $27.15 $1.39 Million - $1.47 Million	54,080 Added 19.15%	336,510 $8.59 Million
Q4 2021 Feb 02, 2022	BUY	$26.84 - $27.37 $132,965 - $135,590	4,954 Added 1.79%	282,430 $7.67 Million
Q3 2021 Oct 25, 2021	SELL	$27.24 - $27.55 $1.04 Million - $1.05 Million	-38,051 Reduced 12.06%	277,476 $7.6 Million
Q2 2021 Jul 23, 2021	BUY	$27.25 - $27.58 $1.27 Million - $1.29 Million	46,731 Added 17.39%	315,527 $8.7 Million
Q1 2021 Apr 22, 2021	BUY	$26.89 - $27.33 $4.09 Million - $4.15 Million	151,973 Added 130.09%	268,796 $0
Q4 2020 Jan 25, 2021	BUY	$25.77 - $26.95 $3.01 Million - $3.15 Million	116,823 New	116,823 $3.14 Million

Others Institutions Holding SJNK

# of Institutions

407

Shares Held

131M

Call Options Held

109K

Put Options Held

67.5K

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True Wealth Advisors, LLC Spdr Bloomberg Short Term High Transaction History