Reuter James Wealth Management, LLC Spdr Bloomberg Investment Grad Transaction History

Reuter James Wealth Management, LLC

  • $536 Million
  • Q3 2024

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

# of Institutions
337
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 Reuter James Wealth Management, LLC Portfolio

Follow Reuter James Wealth Management, 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 Reuter James Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reuter James Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email