D. Scott Neal, Inc. Spdr Bloomberg Investment Grad Transaction History

D. Scott Neal, Inc.

$188 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 27, 2020	SELL	$26.27 - $30.83 $9.03 Million - $10.6 Million	-343,548 Closed	0 $0
Q4 2019 Jan 16, 2020	SELL	$30.67 - $30.78 $550,465 - $552,439	-17,948 Reduced 4.96%	343,548 $10.6 Million
Q3 2019 Oct 16, 2019	SELL	$30.69 - $30.76 $1.86 Million - $1.86 Million	-60,475 Reduced 14.33%	361,496 $11.1 Million
Q2 2019 Jul 25, 2019	SELL	N/A	-55,022 Reduced 11.54%	421,971 $13 Million
Q1 2019 Apr 11, 2019	SELL	N/A	-764,129 Reduced 61.57%	476,993 $14.6 Million
Q4 2018 Feb 06, 2019	BUY	N/A	263,945 Added 27.01%	1,241,122 $37.7 Million
Q3 2018 Nov 13, 2018	BUY	N/A	498,321 Added 104.06%	977,177 $30.1 Million
Q2 2018 Aug 15, 2018	BUY	N/A	283,858 Added 145.57%	478,856 $14.7 Million
Q1 2018 Apr 19, 2018	BUY	N/A	194,998 New	194,998 $5.99 Million

Others Institutions Holding FLRN

# of Institutions

336

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 D. Scott Neal, Inc., based on Form 13F filings with the SEC.

News

Stay updated on D. Scott Neal, Inc. with notifications on news.