Roger Wittlin Investment Advisory, LLC Spdr Bloomberg Investment Grad Transaction History

Roger Wittlin Investment Advisory, LLC

  • $168 Million
  • Q1 2025

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 18,320 shares of FLRN stock, worth $563,523. This represents 0.34% of its overall portfolio holdings.

Number of Shares
18,320
Previous 21,414 14.45%
Holding current value
$563,523
Previous $658,000 14.29%
% of portfolio
0.34%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$30.71 - $30.87 $95,016 - $95,511
-3,094 Reduced 14.45%
18,320 $564,000
Q4 2024

Feb 12, 2025
SELL
$30.67 - $30.84 $187,516 - $188,555
-6,114 Reduced 22.21%
21,414 $658,000
Q3 2024

Nov 08, 2024
SELL
$30.55 - $30.85 $244,949 - $247,355
-8,018 Reduced 22.56%
27,528 $849,000
Q2 2024

Jul 25, 2024
BUY
$30.69 - $30.88 $19,089 - $19,207
622 Added 1.78%
35,546 $1.1 Million
Q1 2024

May 02, 2024
BUY
$30.59 - $30.83 $1.07 Million - $1.08 Million
34,924 New
34,924 $1.08 Million

Others Institutions Holding FLRN

# of Institutions
353
Shares Held
57.5M
Call Options Held
38.6K
Put Options Held
30.5K
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

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