Wj Wealth Management, LLC Spdr Bloomberg Investment Grad Transaction History

Wj Wealth Management, LLC

$267 Million
Q4 2024

A detailed history of Wj Wealth Management, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Wj Wealth Management, LLC holds 40,579 shares of FLRN stock, worth $1.25 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

40,579

Previous 36,259 11.91%

Holding current value

$1.25 Million

Previous $1.12 Million 11.45%

% of portfolio

0.47%

Previous 0.42%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$30.67 - $30.84 $132,494 - $133,228	4,320 Added 11.91%	40,579 $1.25 Million
Q3 2024 Oct 31, 2024	SELL	$30.55 - $30.85 $3.37 Million - $3.41 Million	-110,399 Reduced 75.28%	36,259 $1.12 Million
Q2 2024 Aug 09, 2024	SELL	$30.69 - $30.88 $126,688 - $127,472	-4,128 Reduced 2.74%	146,658 $4.52 Million
Q1 2024 Apr 17, 2024	SELL	$30.59 - $30.83 $119,606 - $120,545	-3,910 Reduced 2.53%	150,786 $4.65 Million
Q4 2023 Jan 12, 2024	SELL	$30.49 - $30.71 $196,172 - $197,588	-6,434 Reduced 3.99%	154,696 $4.73 Million
Q3 2023 Oct 10, 2023	SELL	$30.51 - $30.73 $26,360 - $26,550	-864 Reduced 0.53%	161,130 $4.95 Million
Q2 2023 Jul 11, 2023	BUY	$30.33 - $30.69 $2.77 Million - $2.8 Million	91,361 Added 129.35%	161,994 $4.97 Million
Q1 2023 Apr 12, 2023	SELL	$29.96 - $30.68 $8.96 Million - $9.18 Million	-299,188 Reduced 80.9%	70,633 $2.15 Million
Q4 2022 Feb 15, 2023	BUY	$30.19 - $30.41 $232,191 - $233,883	7,691 Added 2.12%	369,821 $11.2 Million
Q3 2022 Oct 18, 2022	SELL	$30.11 - $30.44 $2.36 Million - $2.39 Million	-78,363 Reduced 17.79%	362,130 $11 Million
Q2 2022 Aug 05, 2022	BUY	$30.11 - $30.51 $3.98 Million - $4.04 Million	132,310 Added 42.93%	440,493 $13.3 Million
Q1 2022 May 13, 2022	BUY	$30.36 - $30.62 $3.94 Million - $3.97 Million	129,700 Added 72.67%	308,183 $9.39 Million
Q4 2021 Feb 14, 2022	SELL	$30.56 - $30.65 $6.09 Million - $6.1 Million	-199,126 Reduced 52.73%	178,483 $5.46 Million
Q3 2021 Oct 15, 2021	SELL	$30.62 - $30.66 $1.93 Million - $1.93 Million	-63,029 Reduced 14.3%	377,609 $11.6 Million
Q3 2021 Oct 13, 2021	BUY	$30.62 - $30.66 $11.5 Million - $11.5 Million	376,598 Added 588.07%	440,638 $11.6 Million
Q2 2021 Aug 04, 2021	SELL	$30.6 - $30.67 $93,636 - $93,850	-3,060 Reduced 4.56%	64,040 $1.96 Million
Q1 2021 Apr 28, 2021	BUY	$30.6 - $30.66 $2.05 Million - $2.06 Million	67,100 New	67,100 $2.06 Million

Others Institutions Holding FLRN

# of Institutions

343

Shares Held

55.2M

Call Options Held

1.4K

Put Options Held

200

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About SPDR BLOOMBERG INVESTMENT GRAD

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Wj Wealth Management, LLC Spdr Bloomberg Investment Grad Transaction History