Number of Shares
48,627.00
Current Holdings Value*
$3.40 Mil
% of Portfolio
3.21%
Total Estimate Gain
$-5,423.75
% of Total Estimate Gain
-0.44%

ADG Wealth Management Group, LLC's SPDR Bloomberg Short Term High Yield Bond ETF Holding Summary

As of 2025-03-31, ADG Wealth Management Group, LLC held 48,627.00 shares of SPDR Bloomberg Short Term High Yield Bond ETF(SJNK), totaling $3.40 Mil. This investment constitutes 3.21% of their stock portfolio, and ADG Wealth Management Group, LLC now holds 0.03% of the outstanding SPDR Bloomberg Short Term High Yield Bond ETF(SJNK) stock.

The initial trade took place in 2024Q4. And since then ADG Wealth Management Group, LLC has made 1 purchases of SJNK, at an average price of $25.42, for a total of 48,627.00 shares. Based on historical transaction data and SJNK's current price of $25.31, ADG Wealth Management Group, LLC's estimated gain on his SJNK holdings is $-5,423.75, reflecting a -0.44% gain to date.

ADG Wealth Management Group, LLC SJNK ($25.31) Holding Chart

ADG Wealth Management Group, LLC SJNK ($25.31) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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