Mbm Wealth Consultants, LLC Spdr Bloomberg Investment Grad Transaction History

Mbm Wealth Consultants, LLC

$290 Million
Q2 2024

A detailed history of Mbm Wealth Consultants, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 279,620 shares of FLRN stock, worth $8.62 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares

279,620

Previous 289,186 3.31%

Holding current value

$8.62 Million

Previous $8.92 Million 3.24%

% of portfolio

2.98%

Previous 3.14%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

345

Shares Held

58.2M

Call Options Held

1.4K

Put Options Held

12.2K

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About SPDR BLOOMBERG INVESTMENT GRAD

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Mbm Wealth Consultants, LLC Spdr Bloomberg Investment Grad Transaction History