Liberty Wealth Management LLC Spdr Bloomberg Investment Grad Transaction History

Liberty Wealth Management LLC

$677 Million
Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Liberty Wealth Management LLC holds 9,440 shares of FLRN stock, worth $290,846. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,440

Previous 9,324 1.24%

Holding current value

$290,846

Previous $287,000 1.39%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$30.71 - $30.86 $3,562 - $3,579	116 Added 1.24%	9,440 $291,000
Q2 2025 Aug 01, 2025	SELL	$30.29 - $30.83 $253,103 - $257,615	-8,356 Reduced 47.26%	9,324 $287,000
Q1 2025 May 12, 2025	SELL	$30.71 - $30.87 $16.2 Million - $16.3 Million	-527,220 Reduced 96.76%	17,680 $544,000
Q1 2025 May 08, 2025	BUY	$30.71 - $30.87 $16.3 Million - $16.4 Million	531,311 Added 3909.86%	544,900 $16.8 Million
Q4 2024 Feb 07, 2025	BUY	$30.67 - $30.84 $416,774 - $419,084	13,589 New	13,589 $417,000

Q2 2024 Aug 06, 2024	BUY	$30.69 - $30.88 $2.95 Million - $2.96 Million	96,003 New	96,003 $96,000
Q2 2023 Aug 10, 2023	BUY	$30.33 - $30.69 $138,638 - $140,283	4,571 Added 43.05%	15,190 $466,000
Q1 2023 May 03, 2023	BUY	$29.96 - $30.68 $318,145 - $325,790	10,619 New	10,619 $323,000

Others Institutions Holding FLRN

# of Institutions

362

Shares Held

61.2M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG INVESTMENT GRAD

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Liberty Wealth Management LLC Spdr Bloomberg Investment Grad Transaction History