Global Financial Private Client, LLC ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

Global Financial Private Client, LLC

  • $267 Billion
  • Q4 2024
Number of Shares
1,132
Previous 1,223 7.44%
Holding current value
$58.9 Million
Previous $65.5 Million 10.05%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
N/A
-91 Reduced 7.44%
1,132 $58.9 Million
Q3 2024

Oct 07, 2024
BUY
N/A
284 Added 30.24%
1,223 $65.5 Million
Q1 2024

May 15, 2024
BUY
N/A
939 New
939 $48.9 Million
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