Aletheian Wealth Advisors LLC Spdr Bloomberg Investment Grad Transaction History

Aletheian Wealth Advisors LLC

$195 Million
Q2 2025

A detailed history of Aletheian Wealth Advisors LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 64,064 shares of FLRN stock, worth $1.98 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

64,064

Previous 58,161 10.15%

Holding current value

$1.98 Million

Previous $1.79 Million 10.15%

% of portfolio

1.02%

Previous 1.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$30.29 - $30.83 $178,801 - $181,989	5,903 Added 10.15%	64,064 $1.98 Million
Q1 2025 Apr 08, 2025	BUY	$30.71 - $30.87 $101,312 - $101,840	3,299 Added 6.01%	58,161 $1.79 Million
Q4 2024 Feb 14, 2025	BUY	$30.67 - $30.84 $25,333 - $25,473	826 Added 1.53%	54,862 $1.69 Million
Q3 2024 Oct 25, 2024	BUY	$30.55 - $30.85 $56,609 - $57,165	1,853 Added 3.55%	54,036 $1.67 Million
Q2 2024 Jul 26, 2024	BUY	$30.69 - $30.88 $61,287 - $61,667	1,997 Added 3.98%	52,183 $1.61 Million
Q1 2024 Apr 15, 2024	BUY	$30.59 - $30.83 $114,253 - $115,150	3,735 Added 8.04%	50,186 $1.55 Million
Q4 2023 Jan 05, 2024	BUY	$30.49 - $30.71 $175,317 - $176,582	5,750 Added 14.13%	46,451 $1.42 Million
Q3 2023 Oct 04, 2023	SELL	$30.51 - $30.73 $74,902 - $75,442	-2,455 Reduced 5.69%	40,701 $1.25 Million
Q2 2023 Jul 13, 2023	BUY	$30.33 - $30.69 $10,797 - $10,925	356 Added 0.83%	43,156 $1.32 Million
Q1 2023 May 11, 2023	SELL	$29.96 - $30.68 $106,897 - $109,466	-3,568 Reduced 7.69%	42,800 $1.3 Million
Q4 2022 Jan 17, 2023	BUY	$30.19 - $30.41 $6,792 - $6,842	225 Added 0.49%	46,368 $0
Q3 2022 Oct 14, 2022	BUY	$30.11 - $30.44 $8,340 - $8,431	277 Added 0.6%	46,143 $1.4 Million
Q2 2022 Jul 11, 2022	BUY	$30.11 - $30.51 $80,875 - $81,949	2,686 Added 6.22%	45,866 $1.38 Million
Q1 2022 Apr 18, 2022	BUY	$30.36 - $30.62 $378,832 - $382,076	12,478 Added 40.64%	43,180 $1.32 Million
Q4 2021 Apr 12, 2022	BUY	$30.56 - $30.65 $938,253 - $941,016	30,702 New	30,702 $939,000

Others Institutions Holding FLRN

# of Institutions

354

Shares Held

60M

Call Options Held

24K

Put Options Held

21.3K

View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

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Aletheian Wealth Advisors LLC Spdr Bloomberg Investment Grad Transaction History