Legacy Capital Group California, Inc. Spdr Bloomberg Investment Grad Transaction History

Legacy Capital Group California, Inc.

$301 Billion
Q3 2024

A detailed history of Legacy Capital Group California, Inc. transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 158,700 shares of FLRN stock, worth $4.87 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

158,700

Previous 74,976 111.67%

Holding current value

$4.87 Million

Previous $2.31 Billion 111.67%

% of portfolio

1.63%

Previous 0.83%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$30.55 - $30.85 $2.56 Million - $2.58 Million	83,724 Added 111.67%	158,700 $4.9 Billion
Q2 2024 Jul 22, 2024	SELL	$30.69 - $30.88 $2.18 Million - $2.19 Million	-70,876 Reduced 48.59%	74,976 $2.31 Billion
Q1 2024 May 07, 2024	SELL	$30.59 - $30.83 $92,718 - $93,445	-3,031 Reduced 2.04%	145,852 $4.5 Billion
Q4 2023 Feb 08, 2024	SELL	$30.49 - $30.71 $234,742 - $236,436	-7,699 Reduced 4.92%	148,883 $4.55 Billion
Q3 2023 Nov 06, 2023	BUY	$30.51 - $30.73 $46,222 - $46,555	1,515 Added 0.98%	156,582 $4.81 Billion
Q2 2023 Aug 10, 2023	BUY	$30.33 - $30.69 $119,803 - $121,225	3,950 Added 2.61%	155,067 $4.76 Billion
Q1 2023 May 11, 2023	BUY	$29.96 - $30.68 $4.53 Million - $4.64 Million	151,117 New	151,117 $4.6 Billion

Others Institutions Holding FLRN

# of Institutions

338

Shares Held

56.1M

Call Options Held

1.4K

Put Options Held

12.2K

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About SPDR BLOOMBERG INVESTMENT GRAD

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Legacy Capital Group California, Inc. Spdr Bloomberg Investment Grad Transaction History