Orgel Wealth Management, LLC Spdr Bloomberg Investment Grad Transaction History

Orgel Wealth Management, LLC

$3.85 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 28, 2020	SELL	$26.27 - $30.83 $967,130 - $1.14 Million	-36,815 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$30.67 - $30.78 $1,165 - $1,169	-38 Reduced 0.1%	36,815 $1.13 Million
Q3 2019 Dec 06, 2019	BUY	$30.69 - $30.76 $117,082 - $117,349	3,815 Added 11.55%	36,853 $1.13 Million
Q2 2019 Jul 12, 2019	SELL	N/A	-10,419 Reduced 23.98%	33,038 $1.02 Million
Q1 2019 Apr 29, 2019	SELL	N/A	-11,263 Reduced 20.58%	43,457 $1.33 Million
Q4 2018 Jan 14, 2019	SELL	N/A	-2,772,356 Reduced 98.06%	54,720 $1.66 Million
Q3 2018 Oct 11, 2018	SELL	N/A	-4,224,918 Reduced 59.91%	2,827,076 $87 Million
Q2 2018 Jul 16, 2018	BUY	N/A	271,593 Added 4.01%	7,051,994 $217 Million
Q1 2018 Apr 25, 2018	BUY	N/A	1,309,747 Added 23.94%	6,780,401 $208 Million
Q4 2017 Feb 09, 2018	BUY	N/A	3,220,941 Added 143.17%	5,470,654 $168 Million
Q3 2017 Nov 13, 2017	BUY	N/A	80,955 Added 3.73%	2,249,713 $69.2 Million
Q2 2017 Aug 10, 2017	BUY	N/A	2,168,758	2,168,758 $66.6 Million

Others Institutions Holding FLRN

# of Institutions

336

Shares Held

53.6M

Call Options Held

1.4K

Put Options Held

200

About SPDR BLOOMBERG INVESTMENT GRAD

Ticker FLRN
Sector ETFs
Industry ETFs

More about FLRN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Orgel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orgel Wealth Management, LLC with notifications on news.