Outlook Wealth Advisors, LLC Spdr Bloomberg Investment Grad Transaction History

Outlook Wealth Advisors, LLC

  • $331 Million
  • Q3 2025

A detailed history of Outlook Wealth Advisors, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 20,955 shares of FLRN stock, worth $645,623. This represents 0.2% of its overall portfolio holdings.

Number of Shares
20,955
Previous 269,248 92.22%
Holding current value
$645,623
Previous $8.3 Million 92.22%
% of portfolio
0.2%
Previous 2.57%

Shares

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

Oct 30, 2025
SELL
$30.71 - $30.86 $7.63 Million - $7.66 Million
-248,293 Reduced 92.22%
20,955 $646,000
Q2 2025

Aug 11, 2025
BUY
$30.29 - $30.83 $125,582 - $127,821
4,146 Added 1.56%
269,248 $8.3 Million
Q1 2025

Apr 14, 2025
BUY
$30.71 - $30.87 $573,140 - $576,126
18,663 Added 7.57%
265,102 $8.18 Million
Q4 2024

Jan 14, 2025
SELL
$30.67 - $30.84 $396,287 - $398,483
-12,921 Reduced 4.98%
246,439 $7.57 Million
Q3 2024

Oct 23, 2024
BUY
$30.55 - $30.85 $390,398 - $394,232
12,779 Added 5.18%
259,360 $8 Million
Q2 2024

Jul 18, 2024
BUY
$30.69 - $30.88 $397,251 - $399,710
12,944 Added 5.54%
246,581 $7.61 Million
Q1 2024

Apr 22, 2024
SELL
$30.59 - $30.83 $135,024 - $136,083
-4,414 Reduced 1.85%
233,637 $7.2 Million
Q4 2023

Jan 29, 2024
BUY
$30.49 - $30.71 $4.57 Million - $4.6 Million
149,768 Added 169.65%
238,051 $7.28 Million
Q3 2023

Oct 10, 2023
SELL
$30.51 - $30.73 $76,854 - $77,408
-2,519 Reduced 2.77%
88,283 $2.71 Million
Q2 2023

Jul 10, 2023
SELL
$30.33 - $30.69 $140,306 - $141,971
-4,626 Reduced 4.85%
90,802 $2.79 Million
Q1 2023

Apr 18, 2023
SELL
$29.96 - $30.68 $983,976 - $1.01 Million
-32,843 Reduced 25.6%
95,428 $2.9 Million
Q4 2022

Feb 14, 2023
SELL
$30.19 - $30.41 $108,050 - $108,837
-3,579 Reduced 2.71%
128,271 $3.9 Million
Q3 2022

Oct 25, 2022
BUY
$30.11 - $30.44 $1.03 Million - $1.04 Million
34,218 Added 35.05%
131,850 $4 Million
Q2 2022

Jul 28, 2022
BUY
$30.11 - $30.51 $1.18 Million - $1.2 Million
39,267 Added 67.28%
97,632 $2.94 Million
Q1 2022

Jul 28, 2022
BUY
$30.36 - $30.62 $5,707 - $5,756
188 Added 0.32%
58,365 $1.78 Million
Q1 2022

May 13, 2022
BUY
$30.36 - $30.62 $1.77 Million - $1.78 Million
58,177 New
58,177 $1.77 Million
Q1 2021

May 04, 2021
SELL
$30.6 - $30.66 $1.4 Million - $1.41 Million
-45,844 Closed
0 $0
Q4 2020

Feb 04, 2021
SELL
$30.56 - $30.61 $29,551 - $29,599
-967 Reduced 2.07%
45,844 $1.4 Million
Q3 2020

Nov 10, 2020
SELL
$30.45 - $30.6 $261,535 - $262,823
-8,589 Reduced 15.5%
46,811 $1.43 Million
Q2 2020

Jul 17, 2020
BUY
$29.44 - $30.48 $564,482 - $584,423
19,174 Added 52.93%
55,400 $1.69 Million
Q1 2020

Apr 16, 2020
BUY
$26.27 - $30.83 $951,657 - $1.12 Million
36,226 New
36,226 $1.07 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

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