Sax Wealth Advisors, LLC Spdr Bloomberg Investment Grad Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 140,209 shares of FLRN stock, worth $4.32 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
140,209
Previous 6,600 2024.38%
Holding current value
$4.32 Million
Previous $203,000 2027.59%
% of portfolio
0.21%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$30.72 - $30.86 $4.1 Million - $4.12 Million
133,609 Added 2024.38%
140,209 $4.32 Million
Q3 2025

Oct 20, 2025
SELL
$30.71 - $30.86 $30,065 - $30,211
-979 Reduced 12.92%
6,600 $203,000
Q1 2025

May 14, 2025
BUY
$30.71 - $30.87 $232,751 - $233,963
7,579 New
7,579 $233,000

Others Institutions Holding FLRN

# of Institutions
361
Shares Held
60.9M
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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