Roger Wittlin Investment Advisory, LLC Spdr Bloomberg Investment Grad Transaction History
Roger Wittlin Investment Advisory, LLC
- $154 Million
- Q2 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 35,546 shares of FLRN stock, worth $1.09 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
35,546
Previous 34,924
1.78%
Holding current value
$1.09 Million
Previous $1.08 Million
1.86%
% of portfolio
0.71%
Previous 0.76%
Shares
2 transactions
Others Institutions Holding FLRN
# of Institutions
344Shares Held
58MCall Options Held
1.4KPut Options Held
12.2K-
Ameriprise Financial Inc Minneapolis, MN3.63MShares$112 Million0.03% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.19MShares$98 Million0.3% of portfolio
-
Wealthfront Advisers LLC3.01MShares$92.5 Million0.31% of portfolio
-
Morgan Stanley New York, NY2.32MShares$71.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.86MShares$57.2 Million0.03% of portfolio