Prestige Wealth Management Group LLC Spdr Bloomberg Investment Grad Transaction History

Prestige Wealth Management Group LLC

$443 Million
Q1 2024

A detailed history of Prestige Wealth Management Group LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 4,795 shares of FLRN stock, worth $147,302. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,795

Previous 7,095 32.42%

Holding current value

$147,302

Previous $217,000 32.26%

% of portfolio

0.03%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$30.59 - $30.83 $70,357 - $70,909	-2,300 Reduced 32.42%	4,795 $147,000
Q1 2023 Apr 26, 2024	BUY	$29.96 - $30.68 $68,908 - $70,564	2,300 Added 47.97%	7,095 $215,000
Q3 2020 Oct 26, 2020	SELL	N/A	-22 Reduced 0.31%	7,095 $217,000
Q1 2020 May 15, 2020	SELL	N/A	-19 Reduced 0.27%	7,117 $209,000
Q4 2019 Jan 28, 2020	SELL	N/A	-34 Reduced 0.47%	7,136 $219,000

Q3 2019 Nov 14, 2019	SELL	N/A	-260 Reduced 3.5%	7,170 $221,000
Q2 2019 Aug 16, 2019	SELL	N/A	-291,689 Reduced 97.52%	7,430 $228,000
Q1 2019 Aug 16, 2019	SELL	N/A	-7,918 Reduced 2.58%	299,119 $9.18 Million
Q4 2018 Apr 16, 2019	BUY	N/A	307,037 New	307,037 $9.33 Million

Others Institutions Holding FLRN

# of Institutions

326

Shares Held

53.8M

Call Options Held

200

Put Options Held

View Full List

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 Prestige Wealth Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prestige Wealth Management Group LLC with notifications on news.

Account

Prestige Wealth Management Group LLC Spdr Bloomberg Investment Grad Transaction History