Pinnacle Family Advisors, LLC Spdr Bloomberg Investment Grad Transaction History

Pinnacle Family Advisors, LLC

  • $201 Million
  • Q3 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 6,507 shares of FLRN stock, worth $200,480. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,507
Holding current value
$200,480
% of portfolio
0.1%

Shares

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

Nov 14, 2025
BUY
$30.71 - $30.86 $199,829 - $200,806
6,507 New
6,507 $200,000
Q1 2023

May 15, 2023
SELL
$29.96 - $30.68 $37,390 - $38,288
-1,248 Reduced 3.35%
36,002 $1.1 Million
Q4 2022

Feb 10, 2023
BUY
$30.19 - $30.41 $456,623 - $459,951
15,125 Added 68.36%
37,250 $1.13 Million
Q3 2022

Nov 14, 2022
SELL
$30.11 - $30.44 $60,370 - $61,032
-2,005 Reduced 8.31%
22,125 $670,000
Q2 2022

Aug 15, 2022
BUY
$30.11 - $30.51 $414,072 - $419,573
13,752 Added 132.51%
24,130 $727,000
Q1 2022

May 16, 2022
BUY
$30.36 - $30.62 $315,076 - $317,774
10,378 New
10,378 $316,000
Q2 2020

Aug 12, 2020
SELL
$29.44 - $30.48 $451,079 - $467,014
-15,322 Closed
0 $0
Q1 2020

May 13, 2020
SELL
$26.27 - $30.83 $319,679 - $375,170
-12,169 Reduced 44.27%
15,322 $450,000
Q4 2019

Feb 14, 2020
BUY
$30.67 - $30.78 $10,335 - $10,372
337 Added 1.24%
27,491 $845,000
Q3 2019

Nov 14, 2019
BUY
$30.69 - $30.76 $99,834 - $100,062
3,253 Added 13.61%
27,154 $835,000
Q2 2019

Aug 14, 2019
BUY
N/A
394 Added 1.68%
23,901 $734,000
Q1 2019

May 15, 2019
SELL
N/A
-2,032 Reduced 7.96%
23,507 $722,000
Q4 2018

Feb 14, 2019
SELL
N/A
-820 Reduced 3.11%
25,539 $776,000
Q3 2018

Nov 14, 2018
SELL
N/A
-38,125 Reduced 59.12%
26,359 $812,000
Q2 2018

Aug 14, 2018
BUY
N/A
64,484 New
64,484 $1.98 Million
Q2 2017

Sep 08, 2017
SELL
N/A
-15,824 Closed
0 $0
Q1 2017

Sep 08, 2017
BUY
N/A
15,824
15,824 $486,000

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
Track This Portfolio

Track Pinnacle Family Advisors, LLC Portfolio

Follow Pinnacle Family Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email