Aletheian Wealth Advisors LLC Spdr Bloomberg Investment Grad Transaction History

Aletheian Wealth Advisors LLC

  • $177 Million
  • Q1 2024

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 50,186 shares of FLRN stock, worth $1.54 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
50,186
Previous 46,451 8.04%
Holding current value
$1.54 Million
Previous $1.42 Million 8.94%
% of portfolio
0.87%
Previous 0.98%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$30.25 - $30.41 $6,806 - $6,842
225 Added 0.49%
46,368 $0
Q3 2022

Oct 14, 2022
BUY
N/A
277 Added 0.6%
46,143 $1.4 Million
Q2 2022

Jul 11, 2022
BUY
N/A
2,686 Added 6.22%
45,866 $1.38 Million
Q1 2022

Apr 18, 2022
BUY
N/A
12,478 Added 40.64%
43,180 $1.32 Million
Q4 2021

Apr 12, 2022
BUY
N/A
30,702 New
30,702 $939,000

Others Institutions Holding FLRN

# of Institutions
325
Shares Held
53.7M
Call Options Held
200
Put Options Held
0
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

FLRN Quotes by TradingView
  • Ticker FLRN
  • Sector ETFs
  • Industry ETFs
More about FLRN
Track This Portfolio

Track Aletheian Wealth Advisors LLC Portfolio

Follow Aletheian Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aletheian Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aletheian Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email