A detailed history of Fiduciary Financial Group, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 285,577 shares of FLRN stock, worth $8.8 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
285,577
Previous 270,370 5.62%
Holding current value
$8.8 Million
Previous $8.3 Billion 6.14%
% of portfolio
1.39%
Previous 1.5%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025

BUY
$30.71 - $30.86 $467,006 - $469,288
15,207 Added 5.62%
285,577 $8.81 Billion
Q2 2025

Jul 02, 2025

BUY
$30.29 - $30.83 $484,730 - $493,372
16,003 Added 6.29%
270,370 $8.3 Billion
Q1 2025

Apr 14, 2025

BUY
$30.71 - $30.87 $713,546 - $717,264
23,235 Added 10.05%
254,367 $7.74 Billion
Q4 2024

Jan 13, 2025

BUY
$30.67 - $30.84 $168,654 - $169,589
5,499 Added 2.44%
231,132 $7.12 Billion
Q3 2024

Oct 09, 2024

BUY
$30.55 - $30.85 $192,739 - $194,632
6,309 Added 2.88%
225,633 $6.93 Billion
Q2 2024

Jul 17, 2024

BUY
$30.69 - $30.88 $6.73 Million - $6.77 Million
219,324 New
219,324 $6.74 Billion

Others Institutions Holding FLRN

About SPDR BLOOMBERG INVESTMENT GRAD


  • Ticker FLRN
  • Sector ETFs
  • Industry ETFs
More about FLRN
Track This Portfolio

Track Fiduciary Financial Group, LLC Portfolio

Follow Fiduciary Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Financial Group, LLC with notifications on news.