Signature Estate & Investment Advisors LLC Spdr Bloomberg Investment Grad Transaction History

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Oct 31, 2019	SELL	$30.69 - $30.76 $16,480 - $16,518	-537 Reduced 3.95%	13,074 $402,000
Q2 2019 Aug 01, 2019	SELL	N/A	-6,163 Reduced 31.17%	13,611 $418,000
Q1 2019 Oct 13, 2020	BUY	N/A	19,774 New	19,774 $607,000
Q1 2019 May 01, 2019	SELL	N/A	-386,610 Closed	0 $0
Q4 2018 Feb 01, 2019	BUY	N/A	386,610 New	386,610 $11.7 Million

Others Institutions Holding FLRN

# of Institutions

336

Shares Held

53.6M

Call Options Held

1.4K

Put Options Held

200

Ameriprise Financial Inc Minneapolis, MN

3.49M
Shares

$107 Million
0.03% of portfolio
Wealthfront Advisers LLC

3.39M
Shares

$104 Million
0.33% of portfolio
Wells Fargo & Company San Francisco, CA

2.52M
Shares

$77.5 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.29M
Shares

$70.4 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.95M
Shares

$59.8 Million
0.0% of portfolio

View Full List

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