Connectus Wealth, LLC Spdr Bloomberg Investment Grad Transaction History

Connectus Wealth, LLC

$4.37 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$30.49 - $30.71 $594,951 - $599,244	19,513 Added 12.99%	169,704 $5.19 Million
Q3 2023 Nov 13, 2023	SELL	$30.51 - $30.73 $223,821 - $225,435	-7,336 Reduced 4.66%	150,191 $4.61 Million
Q2 2023 Aug 14, 2023	BUY	$30.33 - $30.69 $477,181 - $482,845	15,733 Added 11.1%	157,527 $4.83 Million
Q1 2023 May 11, 2023	BUY	$29.96 - $30.68 $924,745 - $946,968	30,866 Added 27.83%	141,794 $4.31 Million
Q4 2022 Feb 07, 2023	BUY	$30.19 - $30.41 $774,916 - $780,563	25,668 Added 30.11%	110,928 $3.37 Million
Q3 2022 Nov 10, 2022	BUY	$30.11 - $30.44 $394,320 - $398,642	13,096 Added 18.15%	85,260 $2.58 Million
Q2 2022 Aug 08, 2022	BUY	$30.11 - $30.51 $1.19 Million - $1.21 Million	39,652 Added 121.96%	72,164 $2.17 Million
Q1 2022 May 06, 2022	BUY	$30.36 - $30.62 $987,064 - $995,517	32,512 New	32,512 $995,000

Others Institutions Holding FLRN

# of Institutions

337

Shares Held

53.6M

Call Options Held

1.4K

Put Options Held

200

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