Jfs Wealth Advisors, LLC Spdr Bloomberg Investment Grad Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 3,763 shares of FLRN stock, worth $115,787. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,763

Previous 3,702 1.65%

Holding current value

$115,787

Previous $114,000 0.88%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$30.67 - $30.84 $1,870 - $1,881	61 Added 1.65%	3,763 $115,000
Q3 2024 Oct 25, 2024	BUY	$30.55 - $30.85 $1,558 - $1,573	51 Added 1.4%	3,702 $114,000
Q2 2024 Jul 15, 2024	BUY	$30.69 - $30.88 $1,565 - $1,574	51 Added 1.42%	3,651 $112,000
Q1 2024 Apr 30, 2024	SELL	$30.59 - $30.83 $47,903 - $48,279	-1,566 Reduced 30.31%	3,600 $110,000
Q4 2023 Feb 07, 2024	BUY	$30.49 - $30.71 $1,951 - $1,965	64 Added 1.25%	5,166 $158,000
Q3 2023 Nov 02, 2023	SELL	$30.51 - $30.73 $15,285 - $15,395	-501 Reduced 8.94%	5,102 $156,000
Q2 2023 Aug 07, 2023	BUY	$30.33 - $30.69 $1,273 - $1,288	42 Added 0.76%	5,603 $171,000
Q1 2023 Apr 19, 2023	BUY	$29.96 - $30.68 $838 - $859	28 Added 0.51%	5,561 $169,000
Q4 2022 Feb 13, 2023	SELL	$30.19 - $30.41 $13,102 - $13,197	-434 Reduced 7.27%	5,533 $168,000
Q3 2022 Oct 21, 2022	BUY	$30.11 - $30.44 $511 - $517	17 Added 0.29%	5,967 $181,000
Q2 2022 Aug 02, 2022	SELL	$30.11 - $30.51 $451 - $457	-15 Reduced 0.25%	5,950 $179,000
Q1 2022 May 02, 2022	SELL	$30.36 - $30.62 $1,214 - $1,224	-40 Reduced 0.67%	5,965 $182,000
Q3 2021 Nov 09, 2021	BUY	$30.62 - $30.66 $183,873 - $184,113	6,005 New	6,005 $184,000

Others Institutions Holding FLRN

# of Institutions

348

Shares Held

48.1M

Call Options Held

38.6K

Put Options Held

30.5K

View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

Ticker FLRN
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Jfs Wealth Advisors, LLC Spdr Bloomberg Investment Grad Transaction History