Kestra Private Wealth Services, LLC Spdr Bloomberg Investment Grad Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 74,586 shares of FLRN stock, worth $2.3 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
74,586
Previous 60,267 23.76%
Holding current value
$2.3 Million
Previous $1.86 Million 23.29%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$30.67 - $30.84 $439,163 - $441,597
14,319 Added 23.76%
74,586 $2.29 Million
Q3 2024

Nov 13, 2024
BUY
$30.55 - $30.85 $202,546 - $204,535
6,630 Added 12.36%
60,267 $1.86 Million
Q2 2024

Aug 12, 2024
BUY
$30.69 - $30.88 $324,730 - $326,741
10,581 Added 24.57%
53,637 $1.65 Million
Q1 2024

May 02, 2024
BUY
$30.59 - $30.83 $226,855 - $228,635
7,416 Added 20.81%
43,056 $1.33 Million
Q4 2023

Feb 05, 2024
BUY
$30.49 - $30.71 $284,746 - $286,800
9,339 Added 35.51%
35,640 $1.09 Million
Q3 2023

Nov 07, 2023
SELL
$30.51 - $30.73 $142,725 - $143,754
-4,678 Reduced 15.1%
26,301 $807,000
Q2 2023

Aug 08, 2023
BUY
$30.33 - $30.69 $248,311 - $251,259
8,187 Added 35.92%
30,979 $950,000
Q1 2023

May 12, 2023
BUY
$29.96 - $30.68 $157,170 - $160,947
5,246 Added 29.9%
22,792 $693,000
Q4 2022

Jan 31, 2023
BUY
$30.19 - $30.41 $14,128 - $14,231
468 Added 2.74%
17,546 $533,000
Q3 2022

Nov 14, 2022
BUY
$30.11 - $30.44 $514,218 - $519,854
17,078 New
17,078 $517,000

Others Institutions Holding FLRN

# of Institutions
344
Shares Held
47.9M
Call Options Held
1.4K
Put Options Held
200
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

FLRN Quotes by TradingView
  • Ticker FLRN
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  • Industry ETFs
More about FLRN
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