Prevail Innovative Wealth Advisors, LLC Spdr Bloomberg Investment Grad Transaction History

Prevail Innovative Wealth Advisors, LLC

$345 Billion
Q4 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 23,962 shares of FLRN stock, worth $738,029. This represents 0.21% of its overall portfolio holdings.

Number of Shares

23,962

Previous 86,014 72.14%

Holding current value

$738,029

Previous $2.65 Billion 72.25%

% of portfolio

0.21%

Previous 0.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$30.67 - $30.84 $1.9 Million - $1.91 Million	-62,052 Reduced 72.14%	23,962 $736 Million
Q3 2024 Nov 13, 2024	BUY	$30.55 - $30.85 $396,111 - $400,001	12,966 Added 17.75%	86,014 $2.65 Billion
Q2 2024 Aug 08, 2024	BUY	$30.69 - $30.88 $380,525 - $382,881	12,399 Added 20.44%	73,048 $2.25 Billion
Q1 2024 May 09, 2024	SELL	$30.59 - $30.83 $1.06 Million - $1.07 Million	-34,580 Reduced 36.31%	60,649 $1.87 Billion
Q4 2023 Feb 13, 2024	SELL	$30.49 - $30.71 $227,455 - $229,096	-7,460 Reduced 7.26%	95,229 $2.91 Billion
Q3 2023 Nov 14, 2023	BUY	$30.51 - $30.73 $3.13 Million - $3.16 Million	102,689 New	102,689 $3.15 Billion

Others Institutions Holding FLRN

# of Institutions

343

Shares Held

47.9M

Call Options Held

1.4K

Put Options Held

200

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About SPDR BLOOMBERG INVESTMENT GRAD

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Prevail Innovative Wealth Advisors, LLC Spdr Bloomberg Investment Grad Transaction History