Legacy Capital Wealth Partners, LLC Spdr Bloomberg Investment Grad Transaction History

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 34,633 shares of FLRN stock, worth $1.07 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
34,633
Previous 20,786 66.62%
Holding current value
$1.07 Million
Previous $641,000 66.61%
% of portfolio
0.19%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$30.55 - $30.85 $423,025 - $427,179
13,847 Added 66.62%
34,633 $1.07 Million
Q2 2024

Aug 01, 2024
BUY
$30.69 - $30.88 $637,922 - $641,871
20,786 New
20,786 $641,000
Q4 2023

Feb 05, 2024
SELL
$30.49 - $30.71 $5,091 - $5,128
-167 Reduced 0.49%
33,763 $1.03 Million
Q3 2023

Oct 16, 2023
BUY
$30.51 - $30.73 $1.04 Million - $1.04 Million
33,930 New
33,930 $1.04 Million
Q1 2023

May 10, 2023
BUY
$29.96 - $30.68 $1.1 Million - $1.13 Million
36,751 New
36,751 $1.12 Million

Others Institutions Holding FLRN

# of Institutions
336
Shares Held
53.7M
Call Options Held
1.4K
Put Options Held
200
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

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  • Ticker FLRN
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