Mbm Wealth Consultants, LLC Spdr Bloomberg Investment Grad Transaction History

Mbm Wealth Consultants, LLC

$307 Million
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	SELL	$30.69 - $30.88 $293,580 - $295,398	-9,566 Reduced 3.31%	279,620 $8.63 Million
Q1 2024 Apr 18, 2024	BUY	$30.59 - $30.83 $619,967 - $624,831	20,267 Added 7.54%	289,186 $8.92 Million
Q4 2023 Jan 30, 2024	BUY	$30.49 - $30.71 $1.49 Million - $1.5 Million	48,999 Added 22.28%	268,919 $8.23 Million
Q3 2023 Oct 19, 2023	BUY	$30.51 - $30.73 $639,825 - $644,438	20,971 Added 10.54%	219,920 $6.76 Million
Q2 2023 Jul 24, 2023	SELL	$30.33 - $30.69 $4.3 Million - $4.35 Million	-141,781 Reduced 41.61%	198,949 $6.11 Million
Q4 2022 Feb 15, 2023	SELL	$30.19 - $30.41 $2.11 Million - $2.13 Million	-69,941 Reduced 17.03%	340,730 $10.4 Million
Q3 2022 Oct 24, 2022	BUY	$30.11 - $30.44 $798,216 - $806,964	26,510 Added 6.9%	410,671 $12.4 Million
Q2 2022 Aug 15, 2022	BUY	$30.11 - $30.51 $11.6 Million - $11.7 Million	384,161 New	384,161 $11.6 Million
Q2 2021 Aug 13, 2021	SELL	$30.6 - $30.67 $195,840 - $196,288	-6,400 Closed	0 $0
Q1 2021 May 10, 2021	SELL	$30.6 - $30.66 $78,825 - $78,980	-2,576 Reduced 28.7%	6,400 $196,000
Q4 2020 Feb 09, 2021	SELL	$30.56 - $30.61 $9.74 Million - $9.76 Million	-318,873 Reduced 97.26%	8,976 $275,000
Q3 2020 Nov 12, 2020	BUY	$30.45 - $30.6 $792,978 - $796,885	26,042 Added 8.63%	327,849 $10 Million
Q2 2020 Aug 07, 2020	BUY	$29.44 - $30.48 $379,717 - $393,131	12,898 Added 4.46%	301,807 $9.2 Million
Q1 2020 May 13, 2020	BUY	$26.27 - $30.83 $1.19 Million - $1.4 Million	45,469 Added 18.68%	288,909 $8.49 Million
Q4 2019 Feb 11, 2020	BUY	$30.67 - $30.78 $497,590 - $499,374	16,224 Added 7.14%	243,440 $7.48 Million
Q3 2019 Oct 30, 2019	BUY	$30.69 - $30.76 $823,044 - $824,921	26,818 Added 13.38%	227,216 $6.99 Million
Q2 2019 Jul 30, 2019	BUY	N/A	27,739 Added 16.07%	200,398 $6.15 Million
Q1 2019 Apr 25, 2019	BUY	N/A	169,434 Added 5253.77%	172,659 $5.3 Million
Q4 2018 Feb 13, 2019	BUY	N/A	3,225 New	3,225 $98,000

Others Institutions Holding FLRN

# of Institutions

335

Shares Held

53.6M

Call Options Held

1.4K

Put Options Held

200

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