Sage View Advisory Group, LLC Spdr Bloomberg Investment Grad Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 30,546 shares of FLRN stock, worth $940,511. This represents 0.04% of its overall portfolio holdings.

Number of Shares

30,546

Previous 23,765 28.53%

Holding current value

$940,511

Previous $730 Million 28.91%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$30.71 - $30.87 $208,244 - $209,329	6,781 Added 28.53%	30,546 $941 Million
Q4 2024 Feb 13, 2025	SELL	$30.67 - $30.84 $153,994 - $154,847	-5,021 Reduced 17.44%	23,765 $730 Million
Q3 2024 Nov 14, 2024	SELL	$30.55 - $30.85 $430,938 - $435,170	-14,106 Reduced 32.89%	28,786 $888 Million
Q2 2024 Aug 14, 2024	BUY	$30.69 - $30.88 $1.32 Million - $1.32 Million	42,892 New	42,892 $1.32 Billion
Q4 2023 Feb 09, 2024	SELL	$30.49 - $30.71 $4.93 Million - $4.97 Million	-161,752 Reduced 65.69%	84,474 $2.6 Billion
Q3 2023 Nov 02, 2023	SELL	$30.51 - $30.73 $82,987 - $83,585	-2,720 Reduced 1.09%	246,226 $7.56 Billion
Q2 2023 Aug 11, 2023	SELL	$30.33 - $30.69 $346,247 - $350,357	-11,416 Reduced 4.38%	248,946 $7.64 Billion
Q1 2023 May 01, 2023	SELL	$29.96 - $30.68 $1.58 Million - $1.62 Million	-52,680 Reduced 16.83%	260,362 $7.92 Billion
Q4 2022 Feb 14, 2023	BUY	$30.19 - $30.41 $9.45 Million - $9.52 Million	313,042 New	313,042 $9.51 Billion

Others Institutions Holding FLRN

# of Institutions

354

Shares Held

59.3M

Call Options Held

24K

Put Options Held

21.3K

View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

Ticker FLRN
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Sage View Advisory Group, LLC Spdr Bloomberg Investment Grad Transaction History