Goal Vest Advisory LLC Spdr Bloomberg Investment Grad Transaction History

Goal Vest Advisory LLC

  • $453 Million
  • Q3 2025

A detailed history of Goal Vest Advisory LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Goal Vest Advisory LLC holds 4,509 shares of FLRN stock, worth $138,922. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,509
Previous 5,288 14.73%
Holding current value
$138,922
Previous $163,000 14.72%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 22, 2025
SELL
$30.71 - $30.86 $23,923 - $24,039
-779 Reduced 14.73%
4,509 $139,000
Q2 2025

Aug 01, 2025
BUY
$30.29 - $30.83 $160,173 - $163,029
5,288 New
5,288 $163,000
Q1 2021

May 13, 2021
SELL
$30.6 - $30.66 $367 - $367
-12 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$30.56 - $30.61 $366 - $367
12 New
12 $0

Others Institutions Holding FLRN

# of Institutions
362
Shares Held
61.2M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

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