Oak Harbor Wealth Partners, LLC Spdr Bloomberg Investment Grad Transaction History

Oak Harbor Wealth Partners, LLC

  • $395 Million
  • Q3 2025

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 26,448 shares of FLRN stock, worth $814,862. This represents 0.21% of its overall portfolio holdings.

Number of Shares
26,448
Previous 26,848 1.49%
Holding current value
$814,862
Previous $827,000 1.33%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Nov 04, 2025
SELL
$30.71 - $30.86 $12,284 - $12,344
-400 Reduced 1.49%
26,448 $816,000
Q2 2025

Jul 31, 2025
SELL
$30.29 - $30.83 $63,639 - $64,773
-2,101 Reduced 7.26%
26,848 $827,000
Q1 2025

May 12, 2025
BUY
$30.71 - $30.87 $8,199 - $8,242
267 Added 0.93%
28,949 $892,000
Q4 2024

Feb 07, 2025
SELL
$30.67 - $30.84 $12,636 - $12,706
-412 Reduced 1.42%
28,682 $881,000
Q3 2024

Nov 06, 2024
SELL
$30.55 - $30.85 $107,810 - $108,869
-3,529 Reduced 10.82%
29,094 $897,000
Q2 2024

Jul 18, 2024
BUY
$30.69 - $30.88 $7,028 - $7,071
229 Added 0.71%
32,623 $1.01 Million
Q1 2024

Apr 23, 2024
SELL
$30.59 - $30.83 $20,036 - $20,193
-655 Reduced 1.98%
32,394 $998,000
Q4 2023

Feb 09, 2024
SELL
$30.49 - $30.71 $310,174 - $312,412
-10,173 Reduced 23.54%
33,049 $1.01 Million
Q3 2023

Oct 19, 2023
BUY
$30.51 - $30.73 $51,653 - $52,025
1,693 Added 4.08%
43,222 $1.33 Million
Q2 2023

Jul 27, 2023
SELL
$30.33 - $30.69 $97,753 - $98,913
-3,223 Reduced 7.2%
41,529 $1.27 Million
Q1 2023

Apr 24, 2023
SELL
$29.96 - $30.68 $1.32 Million - $1.36 Million
-44,193 Reduced 49.69%
44,752 $1.36 Million
Q4 2022

Jan 18, 2023
SELL
$30.19 - $30.41 $394,975 - $397,854
-13,083 Reduced 12.82%
88,945 $0
Q3 2022

Nov 03, 2022
BUY
$30.11 - $30.44 $10,418 - $10,532
346 Added 0.34%
102,028 $3.09 Million
Q2 2022

Jul 25, 2022
SELL
$30.11 - $30.51 $389,322 - $394,494
-12,930 Reduced 11.28%
101,682 $3.06 Million
Q1 2022

May 11, 2022
BUY
$30.36 - $30.62 $446,595 - $450,420
14,710 Added 14.72%
114,612 $3.5 Million
Q4 2021

Feb 17, 2022
BUY
$30.56 - $30.65 $3.05 Million - $3.06 Million
99,902 New
99,902 $3.06 Million

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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  • Ticker FLRN
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