Sage View Advisory Group, LLC Spdr Bloomberg Investment Grad Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

A detailed history of Sage View Advisory Group, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 28,786 shares of FLRN stock, worth $886,608. This represents 0.05% of its overall portfolio holdings.

Number of Shares

28,786

Previous 42,892 32.89%

Holding current value

$886,608

Previous $1.32 Billion 32.89%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$30.55 - $30.85 $430,938 - $435,170	-14,106 Reduced 32.89%	28,786 $888 Million
Q2 2024 Aug 14, 2024	BUY	$30.69 - $30.88 $1.32 Million - $1.32 Million	42,892 New	42,892 $1.32 Billion
Q4 2023 Feb 09, 2024	SELL	$30.49 - $30.71 $4.93 Million - $4.97 Million	-161,752 Reduced 65.69%	84,474 $2.6 Billion
Q3 2023 Nov 02, 2023	SELL	$30.51 - $30.73 $82,987 - $83,585	-2,720 Reduced 1.09%	246,226 $7.56 Billion
Q2 2023 Aug 11, 2023	SELL	$30.33 - $30.69 $346,247 - $350,357	-11,416 Reduced 4.38%	248,946 $7.64 Billion
Q1 2023 May 01, 2023	SELL	$29.96 - $30.68 $1.58 Million - $1.62 Million	-52,680 Reduced 16.83%	260,362 $7.92 Billion
Q4 2022 Feb 14, 2023	BUY	$30.19 - $30.41 $9.45 Million - $9.52 Million	313,042 New	313,042 $9.51 Billion

Others Institutions Holding FLRN

# of Institutions

335

Shares Held

53.6M

Call Options Held

1.4K

Put Options Held

200

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About SPDR BLOOMBERG INVESTMENT GRAD

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Sage View Advisory Group, LLC Spdr Bloomberg Investment Grad Transaction History