Jacobson & Schmitt Advisors, LLC Spdr Bloomberg Investment Grad Transaction History

Jacobson & Schmitt Advisors, LLC

  • $566 Million
  • Q4 2025

A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 117,593 shares of FLRN stock, worth $3.62 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
117,593
Previous 111,603 5.37%
Holding current value
$3.62 Million
Previous $3.44 Million 5.2%
% of portfolio
0.64%
Previous 0.6%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$30.72 - $30.86 $184,012 - $184,851
5,990 Added 5.37%
117,593 $3.62 Million
Q3 2025

Nov 10, 2025
BUY
$30.71 - $30.86 $3.43 Million - $3.44 Million
111,603 New
111,603 $3.44 Million
Q1 2019

May 02, 2019
SELL
N/A
-124,902 Closed
0 $0
Q4 2018

Feb 11, 2019
SELL
N/A
-170 Reduced 0.14%
124,902 $3.79 Million
Q3 2018

Nov 14, 2018
BUY
N/A
978 Added 0.79%
125,072 $3.85 Million
Q2 2018

Jul 27, 2018
BUY
N/A
124,094 New
124,094 $3.82 Million

Others Institutions Holding FLRN

# of Institutions
359
Shares Held
60.9M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

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