Forthright Family Wealth Advisory LLC Spdr Bloomberg Investment Grad Transaction History

Forthright Family Wealth Advisory LLC

  • $155 Billion
  • Q2 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 75,440 shares of FLRN stock, worth $2.33 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
75,440
Previous 72,624 3.88%
Holding current value
$2.33 Million
Previous $2.24 Billion 3.94%
% of portfolio
1.5%
Previous 1.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$30.69 - $30.88 $86,423 - $86,958
2,816 Added 3.88%
75,440 $2.33 Billion
Q1 2024

Apr 29, 2024
BUY
$30.59 - $30.83 $1.01 Million - $1.02 Million
33,106 Added 83.77%
72,624 $2.24 Billion
Q4 2023

Feb 28, 2024
BUY
$30.49 - $30.71 $1.2 Million - $1.21 Million
39,518 New
39,518 $1.21 Billion

Others Institutions Holding FLRN

# of Institutions
339
Shares Held
56.5M
Call Options Held
1.4K
Put Options Held
12.2K
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

FLRN Quotes by TradingView
  • Ticker FLRN
  • Sector ETFs
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