Prevail Innovative Wealth Advisors, LLC Spdr Bloomberg Investment Grad Transaction History

Prevail Innovative Wealth Advisors, LLC

$375 Billion
Q1 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 29,109 shares of FLRN stock, worth $895,101. This represents 0.24% of its overall portfolio holdings.

Number of Shares

29,109

Previous 23,962 21.48%

Holding current value

$895,101

Previous $736 Million 21.84%

% of portfolio

0.24%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$30.71 - $30.87 $158,064 - $158,887	5,147 Added 21.48%	29,109 $897 Million
Q4 2024 Feb 12, 2025	SELL	$30.67 - $30.84 $1.9 Million - $1.91 Million	-62,052 Reduced 72.14%	23,962 $736 Million
Q3 2024 Nov 13, 2024	BUY	$30.55 - $30.85 $396,111 - $400,001	12,966 Added 17.75%	86,014 $2.65 Billion
Q2 2024 Aug 08, 2024	BUY	$30.69 - $30.88 $380,525 - $382,881	12,399 Added 20.44%	73,048 $2.25 Billion
Q1 2024 May 09, 2024	SELL	$30.59 - $30.83 $1.06 Million - $1.07 Million	-34,580 Reduced 36.31%	60,649 $1.87 Billion
Q4 2023 Feb 13, 2024	SELL	$30.49 - $30.71 $227,455 - $229,096	-7,460 Reduced 7.26%	95,229 $2.91 Billion
Q3 2023 Nov 14, 2023	BUY	$30.51 - $30.73 $3.13 Million - $3.16 Million	102,689 New	102,689 $3.15 Billion

Others Institutions Holding FLRN

# of Institutions

354

Shares Held

56.7M

Call Options Held

24K

Put Options Held

21.3K

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 Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Account

Prevail Innovative Wealth Advisors, LLC Spdr Bloomberg Investment Grad Transaction History