Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$2.07 Mil
% of Total Estimate Gain
9.35%

Merriman Wealth Management, LLC's SPDR Bloomberg High Yield Bond ETF Holding Summary

As of 2024-12-31, Merriman Wealth Management, LLC held - shares of SPDR Bloomberg High Yield Bond ETF(JNK), totaling N/A. This investment constitutes 0% of their stock portfolio, and Merriman Wealth Management, LLC now holds 0% of the outstanding SPDR Bloomberg High Yield Bond ETF(JNK) stock.

The initial trade took place in 2017Q1. And since then Merriman Wealth Management, LLC has made 7 purchases of JNK, at an average price of $92.41, for a total of 239,632.26 shares. In addition, there have been 16 sales at an average price of $101.04 for 239,632.26 shares. Based on historical transaction data and JNK's current price of $96.94, Merriman Wealth Management, LLC's estimated gain on his JNK holdings is $2.07 Mil, reflecting a 9.35% gain to date.

Merriman Wealth Management, LLC JNK ($96.94) Holding Chart

Merriman Wealth Management, LLC JNK ($96.94) 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 %

Top Ranked Articles

  • 1