Strategic Wealth Partners, Ltd. Spdr Bloomberg Investment Grad Transaction History

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 623 shares of FLRN stock, worth $19,194. This represents 0.0% of its overall portfolio holdings.

Number of Shares
623
Previous 14,747 95.78%
Holding current value
$19,194
Previous $454,000 95.81%
% of portfolio
0.0%
Previous 0.04%

Shares

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

Nov 14, 2025
SELL
$30.71 - $30.86 $433,748 - $435,866
-14,124 Reduced 95.78%
623 $19,000
Q2 2025

Aug 11, 2025
SELL
$30.29 - $30.83 $19,688 - $20,039
-650 Reduced 4.22%
14,747 $454,000
Q4 2024

Feb 14, 2025
SELL
$30.67 - $30.84 $4,416 - $4,440
-144 Reduced 0.93%
15,397 $473,000
Q3 2024

Oct 08, 2024
SELL
$30.55 - $30.85 $19,429 - $19,620
-636 Reduced 3.93%
15,541 $479,000
Q2 2024

Oct 08, 2024
SELL
$30.69 - $30.88 $92 - $92
-3 Reduced 0.02%
16,177 $499,000
Q1 2024

May 20, 2024
SELL
$30.59 - $30.83 $4,741 - $4,778
-155 Reduced 0.95%
16,180 $498,000
Q4 2023

May 20, 2024
SELL
$30.49 - $30.71 $121 - $122
-4 Reduced 0.02%
16,335 $499,000
Q3 2023

May 20, 2024
SELL
$30.51 - $30.73 $3,752 - $3,779
-123 Reduced 0.75%
16,339 $501,000
Q1 2023

Apr 24, 2023
SELL
$29.96 - $30.68 $23,997 - $24,574
-801 Reduced 4.64%
16,462 $500,000
Q4 2022

Apr 24, 2023
SELL
$30.19 - $30.41 $603 - $608
-20 Reduced 0.12%
17,263 $524,000
Q3 2022

Apr 24, 2023
SELL
$30.11 - $30.44 $3,312 - $3,348
-110 Reduced 0.63%
17,283 $0
Q1 2022

May 19, 2022
BUY
$30.36 - $30.62 $528,051 - $532,573
17,393 New
17,393 $0
Q4 2020

Feb 18, 2021
SELL
$30.56 - $30.61 $241,118 - $241,512
-7,890 Closed
0 $0
Q3 2020

Nov 10, 2020
SELL
$30.45 - $30.6 $88,000 - $88,434
-2,890 Reduced 26.81%
7,890 $241,000
Q2 2020

Aug 11, 2020
SELL
$29.44 - $30.48 $524,473 - $543,001
-17,815 Reduced 62.3%
10,780 $329,000
Q4 2019

Jan 30, 2020
SELL
$30.67 - $30.78 $683,174 - $685,624
-22,275 Reduced 43.79%
28,595 $879,000
Q3 2019

Oct 28, 2019
SELL
$30.69 - $30.76 $1.24 Million - $1.24 Million
-40,432 Reduced 44.28%
50,870 $1.56 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-41,437 Reduced 31.22%
91,302 $2.81 Million
Q1 2019

May 14, 2019
SELL
N/A
-26,691 Reduced 16.74%
132,739 $4.07 Million
Q4 2018

Jan 24, 2019
SELL
N/A
-2,286 Reduced 1.41%
159,430 $0
Q3 2018

Dec 06, 2018
BUY
N/A
11,562 Added 7.7%
161,716 $4.98 Million
Q2 2018

Sep 04, 2018
BUY
N/A
20,477 Added 15.79%
150,154 $4.62 Million
Q1 2018

Jul 13, 2018
BUY
N/A
129,677 New
129,677 $3.99 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
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email