Number of Shares
84,372.00
Current Holdings Value*
$8.05 Mil
% of Portfolio
6.44%
Total Estimate Gain
$203,930.54
% of Total Estimate Gain
2.56%

Somnio Financial Group, LLC's SPDR Bloomberg High Yield Bond ETF Holding Summary

As of 2024-12-31, Somnio Financial Group, LLC held 84,372.00 shares of SPDR Bloomberg High Yield Bond ETF(JNK), totaling $8.05 Mil. This investment constitutes 6.44% of their stock portfolio, and Somnio Financial Group, LLC now holds 0.1% of the outstanding SPDR Bloomberg High Yield Bond ETF(JNK) stock.

The initial trade took place in 2024Q2. And since then Somnio Financial Group, LLC has made 2 purchases of JNK, at an average price of $94.24, for a total of 84,372.00 shares. Based on historical transaction data and JNK's current price of $96.66, Somnio Financial Group, LLC's estimated gain on his JNK holdings is $203,930.54, reflecting a 2.56% gain to date.

Somnio Financial Group, LLC JNK ($96.66) Holding Chart

Somnio Financial Group, LLC JNK ($96.66) 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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