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

Prevail Innovative Wealth Advisors, LLC

  • $446 Billion
  • Q2 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 34,153 shares of FLRN stock, worth $1.05 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
34,153
Previous 29,109 17.33%
Holding current value
$1.05 Million
Previous $897 Million 17.37%
% of portfolio
0.24%
Previous 0.24%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$30.29 - $30.83 $152,782 - $155,506
5,044 Added 17.33%
34,153 $1.05 Billion
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
364
Shares Held
58M
Call Options Held
39.7K
Put Options Held
10.2K
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

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