Captrust Financial Advisors Spdr Bloomberg Investment Grad Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 15, 2023	BUY	$30.19 - $30.41 $4,468 - $4,500	148 Added 2.08%	7,252 $220,000
Q3 2022 Nov 16, 2022	BUY	$30.11 - $30.44 $29,598 - $29,922	983 Added 16.06%	7,104 $215,000
Q2 2022 Aug 23, 2022	SELL	$30.11 - $30.51 $28,604 - $28,984	-950 Reduced 13.44%	6,121 $184,000
Q2 2022 Aug 16, 2022	BUY	$30.11 - $30.51 $31,163 - $31,577	1,035 Added 17.15%	7,071 $213,000
Q1 2022 May 16, 2022	SELL	$30.36 - $30.62 $2,155 - $2,174	-71 Reduced 1.16%	6,036 $184,000
Q2 2021 Aug 16, 2021	BUY	$30.6 - $30.67 $84,915 - $85,109	2,775 Added 83.28%	6,107 $187,000
Q1 2021 May 17, 2021	BUY	$30.6 - $30.66 $99,664 - $99,859	3,257 Added 4342.67%	3,332 $102,000
Q4 2020 Feb 16, 2021	BUY	$30.56 - $30.61 $2,292 - $2,295	75 New	75 $2,000
Q3 2020 Nov 17, 2020	SELL	$30.45 - $30.6 $2,283 - $2,295	-75 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$29.44 - $30.48 $2,208 - $2,286	75 New	75 $2,000

Others Institutions Holding FLRN

# of Institutions

335

Shares Held

53.6M

Call Options Held

1.4K

Put Options Held

200

About SPDR BLOOMBERG INVESTMENT GRAD

Ticker FLRN
Sector ETFs
Industry ETFs

More about FLRN

Track This Portfolio

Portfolio Update

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

News

Stay updated on Captrust Financial Advisors with notifications on news.