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

Prevail Innovative Wealth Advisors, LLC

  • $328 Billion
  • Q3 2024

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 86,014 shares of FLRN stock, worth $2.65 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
86,014
Previous 73,048 17.75%
Holding current value
$2.65 Million
Previous $2.25 Billion 17.75%
% of portfolio
0.81%
Previous 0.8%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
335
Shares Held
53.6M
Call Options Held
1.4K
Put Options Held
200
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

FLRN Quotes by TradingView
  • Ticker FLRN
  • Sector ETFs
  • Industry ETFs
More about FLRN
Track This Portfolio

Track Prevail Innovative Wealth Advisors, LLC Portfolio

Follow Prevail Innovative Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email