Modera Wealth Management, LLC Spdr Bloomberg Investment Grad Transaction History

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025

A detailed history of Modera Wealth Management, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Modera Wealth Management, LLC holds 21,261 shares of FLRN stock, worth $655,051. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,261
Previous 21,213 0.23%
Holding current value
$655,051
Previous $653,000 0.46%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$30.71 - $30.86 $1,474 - $1,481
48 Added 0.23%
21,261 $656,000
Q2 2025

Aug 06, 2025
SELL
$30.29 - $30.83 $7,360 - $7,491
-243 Reduced 1.13%
21,213 $653,000
Q1 2025

May 08, 2025
BUY
$30.71 - $30.87 $1,013 - $1,018
33 Added 0.15%
21,456 $661,000
Q4 2024

Feb 05, 2025
BUY
$30.67 - $30.84 $1,993 - $2,004
65 Added 0.3%
21,423 $658,000
Q3 2024

Oct 24, 2024
BUY
$30.55 - $30.85 $2,718 - $2,745
89 Added 0.42%
21,358 $658,000
Q2 2024

Jul 29, 2024
BUY
$30.69 - $30.88 $94,770 - $95,357
3,088 Added 16.98%
21,269 $656,000
Q1 2024

May 14, 2024
BUY
$30.59 - $30.83 $10,951 - $11,037
358 Added 2.01%
18,181 $560,000
Q4 2023

Feb 14, 2024
BUY
$30.49 - $30.71 $2,134 - $2,149
70 Added 0.39%
17,823 $545,000
Q3 2023

Nov 30, 2023
BUY
$30.51 - $30.73 $541,644 - $545,549
17,753 New
17,753 $545,000
Q2 2023

Aug 07, 2023
BUY
$30.33 - $30.69 $34,151 - $34,556
1,126 Added 6.8%
17,689 $542,000
Q1 2023

May 05, 2023
BUY
$29.96 - $30.68 $928 - $951
31 Added 0.19%
16,563 $504,000
Q4 2022

Feb 07, 2023
BUY
$30.19 - $30.41 $1,177 - $1,185
39 Added 0.24%
16,532 $502,000
Q3 2022

Nov 01, 2022
BUY
$30.11 - $30.44 $541 - $547
18 Added 0.11%
16,493 $500,000
Q2 2022

Jul 27, 2022
SELL
$30.11 - $30.51 $77,563 - $78,593
-2,576 Reduced 13.52%
16,475 $496,000
Q1 2022

May 03, 2022
SELL
$30.36 - $30.62 $20,037 - $20,209
-660 Reduced 3.35%
19,051 $581,000
Q4 2021

Feb 04, 2022
BUY
$30.56 - $30.65 $99,258 - $99,551
3,248 Added 19.73%
19,711 $603,000
Q3 2021

Nov 04, 2021
BUY
$30.62 - $30.66 $4,929 - $4,936
161 Added 0.99%
16,463 $505,000
Q2 2021

Aug 02, 2021
BUY
$30.6 - $30.67 $498,841 - $499,982
16,302 New
16,302 $500,000

Others Institutions Holding FLRN

# of Institutions
362
Shares Held
61.2M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

FLRN Quotes by TradingView
  • Ticker FLRN
  • Sector ETFs
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More about FLRN
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