Octavia Wealth Advisors, LLC Spdr Bloomberg Investment Grad Transaction History

Octavia Wealth Advisors, LLC

$822 Million
Q4 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 11,967 shares of FLRN stock, worth $368,942. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,967

Previous 11,967 -0.0%

Holding current value

$368,942

Previous $369,000 0.54%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	BUY	$30.69 - $30.88 $29,769 - $29,953	970 Added 8.82%	11,967 $369,000
Q1 2024 Apr 15, 2024	SELL	$30.59 - $30.83 $29,672 - $29,905	-970 Reduced 8.11%	10,997 $339,000
Q3 2023 Oct 30, 2023	SELL	$30.51 - $30.73 $21,357 - $21,511	-700 Reduced 5.53%	11,967 $367,000
Q2 2023 Jul 18, 2023	BUY	$30.33 - $30.69 $29,420 - $29,769	970 Added 8.29%	12,667 $388,000
Q1 2023 Apr 20, 2023	SELL	$29.96 - $30.68 $29,061 - $29,759	-970 Reduced 7.66%	11,697 $355,000
Q2 2021 Jul 26, 2021	SELL	$30.6 - $30.67 $22,950 - $23,002	-750 Reduced 5.59%	12,667 $388,000
Q4 2020 Feb 12, 2021	BUY	$30.56 - $30.61 $410,023 - $410,694	13,417 New	13,417 $410,000

Others Institutions Holding FLRN

# of Institutions

349

Shares Held

48.3M

Call Options Held

38.6K

Put Options Held

30.5K

View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

Ticker FLRN
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Octavia Wealth Advisors, LLC Spdr Bloomberg Investment Grad Transaction History