Liberty Wealth Management LLC Spdr Bloomberg Investment Grad Transaction History

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Liberty Wealth Management LLC holds 13,589 shares of FLRN stock, worth $417,997. This represents 0.07% of its overall portfolio holdings.

Number of Shares
13,589
Holding current value
$417,997
% of portfolio
0.07%

Shares

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

Feb 07, 2025
BUY
$30.67 - $30.84 $416,774 - $419,084
13,589 New
13,589 $417,000
Q2 2024

Aug 06, 2024
BUY
$30.69 - $30.88 $2.95 Million - $2.96 Million
96,003 New
96,003 $96,000
Q2 2023

Aug 10, 2023
BUY
$30.33 - $30.69 $138,638 - $140,283
4,571 Added 43.05%
15,190 $466,000
Q1 2023

May 03, 2023
BUY
$29.96 - $30.68 $318,145 - $325,790
10,619 New
10,619 $323,000

Others Institutions Holding FLRN

# of Institutions
347
Shares Held
51.4M
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 Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC 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 Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email