Facet Wealth, Inc. Spdr Bloomberg Investment Grad Transaction History

Facet Wealth, Inc.

$3 Billion
Q1 2024

A detailed history of Facet Wealth, Inc. transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Facet Wealth, Inc. holds 867,783 shares of FLRN stock, worth $26.7 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

867,783

Previous 721,802 20.22%

Holding current value

$26.7 Million

Previous $22.1 Million 21.17%

% of portfolio

0.89%

Previous 0.86%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$30.59 - $30.83 $4.47 Million - $4.5 Million	145,981 Added 20.22%	867,783 $26.8 Million
Q4 2023 Feb 07, 2024	BUY	$30.49 - $30.71 $7.3 Million - $7.36 Million	239,578 Added 49.68%	721,802 $22.1 Million
Q3 2023 Nov 01, 2023	BUY	$30.51 - $30.73 $6.08 Million - $6.12 Million	199,259 Added 70.42%	482,224 $14.8 Million
Q2 2023 Aug 03, 2023	BUY	$30.33 - $30.69 $6.83 Million - $6.91 Million	225,106 Added 389.06%	282,965 $8.68 Million
Q1 2023 May 03, 2023	BUY	$29.96 - $30.68 $1.73 Million - $1.78 Million	57,859 New	57,859 $1.76 Million

Others Institutions Holding FLRN

# of Institutions

328

Shares Held

55M

Call Options Held

200

Put Options Held

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About SPDR BLOOMBERG INVESTMENT GRAD

Ticker FLRN
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