Sargent Bickham Lagudis LLC Spdr Bloomberg Investment Grad Transaction History

Sargent Bickham Lagudis LLC

$1.22 Billion
Q4 2022

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Sep 14, 2021	SELL	N/A	-315 Closed	0 $0
Q3 2019 Sep 14, 2021	SELL	N/A	-2,634 Reduced 89.32%	315 $10,000
Q2 2019 Sep 13, 2021	SELL	N/A	-3,812 Reduced 56.38%	2,949 $91,000
Q1 2019 Sep 13, 2021	SELL	N/A	-65,155 Reduced 90.6%	6,761 $208,000
Q4 2018 Sep 13, 2021	SELL	N/A	-116,827 Reduced 61.9%	71,916 $2.18 Million

Q3 2018 Sep 13, 2021	SELL	N/A	-12,848 Reduced 6.37%	188,743 $5.81 Million
Q2 2018 Sep 13, 2021	SELL	N/A	-46,642 Reduced 18.79%	201,591 $6.2 Million
Q1 2018 Sep 13, 2021	BUY	N/A	247,410 Added 30061.97%	248,233 $7.63 Million
Q4 2017 Sep 13, 2021	SELL	N/A	-7,861 Reduced 90.52%	823 $25,000
Q3 2017 Sep 13, 2021	SELL	N/A	-89,059 Reduced 91.12%	8,684 $267,000
Q2 2017 Sep 13, 2021	BUY	N/A	1,781 Added 1.86%	97,743 $3 Million
Q1 2017 Sep 13, 2021	BUY	N/A	42,502 Added 79.5%	95,962 $2.95 Million
Q4 2016 Sep 13, 2021	BUY	N/A	53,460	53,460 $1.64 Million

Others Institutions Holding FLRN

# of Institutions

328

Shares Held

55M

Call Options Held

200

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

3.46M
Shares

$107 Million
0.03% of portfolio
Wealthfront Advisers LLC

2.73M
Shares

$84.1 Million
0.29% of portfolio
Wells Fargo & Company San Francisco, CA

2.35M
Shares

$72.4 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.08M
Shares

$64.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.81M
Shares

$55.6 Million
0.03% of portfolio

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