Peninsula Wealth, LLC Spdr Bloomberg Investment Grad Transaction History

Peninsula Wealth, LLC

$497 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$30.59 - $30.83 $21.9 Million - $22.1 Million	715,604 New	715,604 $22.1 Million

Others Institutions Holding FLRN

# of Institutions

324

Shares Held

53.6M

Call Options Held

200

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

3.46M
Shares

$107 Million
0.03% of portfolio
Wealthfront Advisers LLC

2.73M
Shares

$84.2 Million
0.29% of portfolio
Wells Fargo & Company San Francisco, CA

2.35M
Shares

$72.5 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.08M
Shares

$64.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.81M
Shares

$55.7 Million
0.03% of portfolio

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