Valpey Financial Services, LLC Spdr Bloomberg Investment Grad Transaction History
Valpey Financial Services, LLC
- $153 Billion
- Q3 2025
A detailed history of Valpey Financial Services, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Valpey Financial Services, LLC holds 10,112 shares of FLRN stock, worth $311,550. This represents 0.2% of its overall portfolio holdings.
Number of Shares
10,112
Previous 9,567
5.7%
Holding current value
$311,550
Previous $295 Million
5.8%
% of portfolio
0.2%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding FLRN
# of Institutions
362Shares Held
61.2MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC4.09MShares$126 Million0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$116 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.25MShares$69.2 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.96MShares$60.5 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A61.91MShares$58.9 Million0.01% of portfolio