Destination Wealth Management Spdr Bloomberg Investment Grad Transaction History

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024

A detailed history of Destination Wealth Management transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Destination Wealth Management holds 13,138 shares of FLRN stock, worth $405,044. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,138
Previous 13,138 -0.0%
Holding current value
$405,044
Previous $405,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
BUY
$30.69 - $30.88 $2,516 - $2,532
82 Added 0.63%
13,138 $405,000
Q1 2024

May 14, 2024
SELL
$30.59 - $30.83 $378,306 - $381,274
-12,367 Reduced 48.64%
13,056 $402,000
Q4 2023

Feb 13, 2024
BUY
$30.49 - $30.71 $20,824 - $20,974
683 Added 2.76%
25,423 $777,000
Q4 2022

Feb 10, 2023
BUY
$30.19 - $30.41 $199,646 - $201,101
6,613 Added 36.48%
24,740 $751,000
Q3 2022

Nov 10, 2022
BUY
$30.11 - $30.44 $545,803 - $551,785
18,127 New
18,127 $549,000
Q2 2019

Jul 19, 2019
SELL
N/A
-3,255 Closed
0 $0
Q1 2018

Apr 05, 2018
BUY
N/A
3,255 New
3,255 $100,000

Others Institutions Holding FLRN

# of Institutions
336
Shares Held
53.6M
Call Options Held
1.4K
Put Options Held
200
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

FLRN Quotes by TradingView
  • Ticker FLRN
  • Sector ETFs
  • Industry ETFs
More about FLRN
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email