Kmg Fiduciary Partners, LLC Spdr Bloomberg Investment Grad Transaction History

Kmg Fiduciary Partners, LLC

$1.14 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 25, 2023	SELL	$30.51 - $30.73 $36,825 - $37,091	-1,207 Reduced 12.12%	8,750 $268,000
Q2 2023 Jul 14, 2023	BUY	$30.33 - $30.69 $485 - $491	16 Added 0.16%	9,957 $305,000
Q1 2023 Apr 13, 2023	SELL	$29.96 - $30.68 $111,571 - $114,252	-3,724 Reduced 27.25%	9,941 $302,000
Q4 2022 Jan 12, 2023	BUY	$30.19 - $30.41 $422 - $425	14 Added 0.1%	13,665 $0
Q3 2022 Oct 27, 2022	SELL	$30.11 - $30.44 $50,163 - $50,713	-1,666 Reduced 10.88%	13,651 $414,000
Q2 2022 Jul 13, 2022	BUY	$30.11 - $30.51 $210 - $213	7 Added 0.05%	15,317 $461,000
Q1 2022 Apr 19, 2022	BUY	$30.36 - $30.62 $60 - $61	2 Added 0.01%	15,310 $467,000
Q4 2021 Jan 12, 2022	BUY	$30.56 - $30.65 $122 - $122	4 Added 0.03%	15,308 $468,000
Q3 2021 Oct 12, 2021	SELL	$30.62 - $30.66 $9,706 - $9,719	-317 Reduced 2.03%	15,304 $469,000
Q2 2021 Jul 20, 2021	SELL	$30.6 - $30.67 $180,264 - $180,676	-5,891 Reduced 27.38%	15,621 $479,000
Q1 2021 Apr 08, 2021	BUY	$30.6 - $30.66 $91 - $91	3 Added 0.01%	21,512 $659,000
Q4 2020 Jan 13, 2021	BUY	$30.56 - $30.61 $213 - $214	7 Added 0.03%	21,509 $658,000
Q3 2020 Oct 13, 2020	SELL	$30.45 - $30.6 $95,125 - $95,594	-3,124 Reduced 12.69%	21,502 $658,000
Q2 2020 Jul 22, 2020	SELL	$29.44 - $30.48 $20,519 - $21,244	-697 Reduced 2.75%	24,626 $751,000
Q1 2020 Apr 29, 2020	SELL	$26.27 - $30.83 $112,619 - $132,168	-4,287 Reduced 14.48%	25,323 $744,000
Q4 2019 Jan 29, 2020	BUY	$30.67 - $30.78 $264,375 - $265,323	8,620 Added 41.07%	29,610 $910,000
Q3 2019 Oct 15, 2019	BUY	$30.69 - $30.76 $644,183 - $645,652	20,990 New	20,990 $646,000

Others Institutions Holding FLRN

# of Institutions

335

Shares Held

53.6M

Call Options Held

1.4K

Put Options Held

200

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