A detailed history of Reuter James Wealth Management, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 16,854 shares of FLRN stock, worth $518,429. This represents 0.1% of its overall portfolio holdings.

Number of Shares
16,854
Previous 9,228 82.64%
Holding current value
$518,429
Previous $284,000 82.75%
% of portfolio
0.1%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$30.55 - $30.85 $232,974 - $235,262
7,626 Added 82.64%
16,854 $519,000
Q2 2024

Aug 01, 2024

SELL
$30.69 - $30.88 $193,316 - $194,513
-6,299 Reduced 40.57%
9,228 $284,000
Q1 2024

May 06, 2024

SELL
$30.59 - $30.83 $2,324 - $2,343
-76 Reduced 0.49%
15,527 $478,000
Q4 2023

Apr 08, 2024

SELL
$30.49 - $30.71 $92,811 - $93,481
-3,044 Reduced 16.32%
15,603 $477,000
Q3 2023

Nov 13, 2023

BUY
$30.51 - $30.73 $568,919 - $573,022
18,647 New
18,647 $572,000
Q1 2023

May 10, 2023

SELL
$29.96 - $30.68 $253,851 - $259,951
-8,473 Reduced 26.07%
24,027 $731,000
Q4 2022

Feb 06, 2023

SELL
$30.19 - $30.41 $434,615 - $437,782
-14,396 Reduced 30.7%
32,500 $987,000
Q3 2022

Nov 04, 2022

BUY
$30.11 - $30.44 $390,255 - $394,532
12,961 Added 38.19%
46,896 $1.42 Million
Q2 2022

Aug 09, 2022

BUY
$30.11 - $30.51 $347,860 - $352,482
11,553 Added 51.62%
33,935 $1.02 Million
Q1 2022

Apr 14, 2022

BUY
$30.36 - $30.62 $679,517 - $685,336
22,382 New
22,382 $682,000

Others Institutions Holding FLRN

About SPDR BLOOMBERG INVESTMENT GRAD


  • Ticker FLRN
  • Sector ETFs
  • Industry ETFs
More about FLRN
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