Aries Wealth Management Spdr Bloomberg Investment Grad Transaction History

Aries Wealth Management

$357 Million
Q4 2024

A detailed history of Aries Wealth Management transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Aries Wealth Management holds 104,158 shares of FLRN stock, worth $3.2 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

104,158

Previous 91,113 14.32%

Holding current value

$3.2 Million

Previous $2.81 Million 13.88%

% of portfolio

0.9%

Previous 0.78%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$30.67 - $30.84 $400,090 - $402,307	13,045 Added 14.32%	104,158 $3.2 Million
Q3 2024 Oct 31, 2024	BUY	$30.55 - $30.85 $254,787 - $257,289	8,340 Added 10.08%	91,113 $2.81 Million
Q2 2024 Jul 25, 2024	BUY	$30.69 - $30.88 $33,759 - $33,968	1,100 Added 1.35%	82,773 $2.55 Million
Q1 2024 May 02, 2024	BUY	$30.59 - $30.83 $85,499 - $86,169	2,795 Added 3.54%	81,673 $2.52 Million
Q3 2023 Oct 19, 2023	SELL	$30.51 - $30.73 $122,040 - $122,920	-4,000 Reduced 4.83%	78,878 $2.42 Million
Q2 2023 Jul 13, 2023	SELL	$30.33 - $30.69 $31,330 - $31,702	-1,033 Reduced 1.23%	82,878 $2.54 Million
Q1 2023 Apr 11, 2023	SELL	$29.96 - $30.68 $33,705 - $34,515	-1,125 Reduced 1.32%	83,911 $2.55 Million
Q3 2022 Nov 02, 2022	SELL	$30.11 - $30.44 $107,643 - $108,823	-3,575 Reduced 4.03%	85,036 $2.58 Million
Q2 2022 Jul 27, 2022	BUY	$30.11 - $30.51 $2.67 Million - $2.7 Million	88,611 New	88,611 $2.67 Million
Q1 2022 Apr 25, 2022	SELL	$30.36 - $30.62 $2.88 Million - $2.9 Million	-94,750 Closed	0 $0
Q4 2021 Jun 06, 2022	SELL	$30.56 - $30.65 $17.4 Million - $17.4 Million	-568,500 Reduced 85.71%	94,750 $2.9 Million
Q4 2021 Jan 18, 2022	BUY	$30.56 - $30.65 $17.5 Million - $17.6 Million	572,900 Added 634.09%	663,250 $20.3 Million
Q3 2021 Oct 13, 2021	BUY	$30.62 - $30.66 $18,372 - $18,396	600 Added 0.67%	90,350 $2.77 Million
Q2 2021 Jul 14, 2021	BUY	$30.6 - $30.67 $226,440 - $226,958	7,400 Added 8.99%	89,750 $2.75 Million
Q1 2021 Apr 20, 2021	BUY	$30.6 - $30.66 $118,636 - $118,868	3,877 Added 4.94%	82,350 $2.52 Million
Q3 2020 Oct 14, 2020	BUY	$30.45 - $30.6 $409,552 - $411,570	13,450 Added 20.68%	78,473 $2.4 Million
Q2 2020 Jul 09, 2020	BUY	$29.44 - $30.48 $260,544 - $269,748	8,850 Added 15.75%	65,023 $1.98 Million
Q1 2020 Apr 09, 2020	BUY	$26.27 - $30.83 $212,787 - $249,723	8,100 Added 16.85%	56,173 $1.66 Million
Q4 2019 Jan 13, 2020	BUY	$30.67 - $30.78 $224,657 - $225,463	7,325 Added 17.98%	48,073 $1.48 Million
Q3 2019 Oct 22, 2019	BUY	$30.69 - $30.76 $122,760 - $123,040	4,000 Added 10.88%	40,748 $1.25 Million
Q2 2019 Jul 15, 2019	BUY	N/A	1,948 Added 5.6%	36,748 $1.13 Million
Q1 2019 Apr 09, 2019	BUY	N/A	350 Added 1.02%	34,800 $1.07 Million
Q4 2018 Jan 15, 2019	BUY	N/A	3,300 Added 10.59%	34,450 $1.05 Million
Q3 2018 Nov 14, 2018	BUY	N/A	3,750 Added 13.69%	31,150 $959,000
Q2 2018 Aug 07, 2018	BUY	N/A	9,150 Added 50.14%	27,400 $843,000
Q4 2017 Feb 05, 2018	BUY	N/A	18,250	18,250 $561,000

Others Institutions Holding FLRN

# of Institutions

345

Shares Held

51M

Call Options Held

1.4K

Put Options Held

200

View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

Ticker FLRN
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Aries Wealth Management Spdr Bloomberg Investment Grad Transaction History