Continuum Wealth Advisors, LLC Ishares Tr Fallen Angels Usd B Transaction History

Continuum Wealth Advisors, LLC

  • $175 Million
  • Q1 2024

A detailed history of Continuum Wealth Advisors, LLC transactions in Ishares Tr Fallen Angels Usd B stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 259,886 shares of FALN stock, worth $6.81 Million. This represents 3.99% of its overall portfolio holdings.

Number of Shares
259,886
Previous 254,497 2.12%
Holding current value
$6.81 Million
Previous $6.72 Million 3.9%
% of portfolio
3.99%
Previous 4.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
BUY
$26.17 - $26.88 $141,030 - $144,856
5,389 Added 2.12%
259,886 $6.98 Million
Q4 2023

Jan 31, 2024
BUY
$24.16 - $26.52 $118,408 - $129,974
4,901 Added 1.96%
254,497 $6.72 Million
Q3 2023

Oct 25, 2023
BUY
$24.78 - $25.54 $411,323 - $423,938
16,599 Added 7.12%
249,596 $6.19 Million
Q2 2023

Jul 27, 2023
BUY
$24.64 - $25.37 $3.12 Million - $3.21 Million
126,645 Added 119.08%
232,997 $5.91 Million
Q1 2023

May 15, 2023
BUY
$24.53 - $25.76 $2.61 Million - $2.74 Million
106,352 New
106,352 $2.69 Million

Others Institutions Holding FALN

# of Institutions
276
Shares Held
43.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR FALLEN ANGELS USD B

FALN Quotes by TradingView
  • Ticker FALN
  • Sector ETFs
  • Industry ETFs
More about FALN
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