Private Ocean, LLC Spdr Bloomberg Investment Grad Transaction History

Private Ocean, LLC

$1.08 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 25, 2022	BUY	$30.36 - $30.62 $1,760 - $1,775	58 New	58 $2,000
Q2 2019 Jul 30, 2019	SELL	N/A	-2,200 Closed	0 $0
Q1 2019 May 06, 2019	BUY	N/A	2,200 New	2,200 $68,000

Others Institutions Holding FLRN

# of Institutions

345

Shares Held

58.3M

Call Options Held

1.4K

Put Options Held

12.2K

Ameriprise Financial Inc Minneapolis, MN

3.63M
Shares

$112 Million
0.03% of portfolio
Tiaa Trust, National Association Charlotte, NC

3.19M
Shares

$98 Million
0.3% of portfolio
Wealthfront Advisers LLC

3.01M
Shares

$92.4 Million
0.31% of portfolio
Morgan Stanley New York, NY

2.32M
Shares

$71.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.86M
Shares

$57.2 Million
0.03% of portfolio

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