Vista Wealth Management Group, LLC Spdr Bloomberg Investment Grad Transaction History

Vista Wealth Management Group, LLC

$1.45 Billion
Q3 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 6,576 shares of FLRN stock, worth $202,475. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,576

Previous 10,719 38.65%

Holding current value

$202,475

Previous $330,000 38.79%

% of portfolio

0.01%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$30.55 - $30.85 $126,568 - $127,811	-4,143 Reduced 38.65%	6,576 $202,000
Q4 2023 Feb 12, 2024	BUY	$30.49 - $30.71 $326,822 - $329,180	10,719 New	10,719 $327,000
Q4 2022 Feb 07, 2023	SELL	$30.19 - $30.41 $154,542 - $155,668	-5,119 Reduced 12.47%	35,924 $1.09 Million
Q3 2022 Oct 25, 2022	SELL	$30.11 - $30.44 $6,714 - $6,788	-223 Reduced 0.54%	41,043 $1.24 Million
Q2 2022 Jul 14, 2022	BUY	$30.11 - $30.51 $7,407 - $7,505	246 Added 0.6%	41,266 $1.25 Million
Q1 2022 May 04, 2022	BUY	$30.36 - $30.62 $8,956 - $9,032	295 Added 0.72%	41,020 $1.25 Million
Q4 2021 Jan 19, 2022	BUY	$30.56 - $30.65 $3,514 - $3,524	115 Added 0.28%	40,725 $1.25 Million
Q3 2021 Nov 02, 2021	BUY	$30.62 - $30.66 $66,261 - $66,348	2,164 Added 5.63%	40,610 $1.25 Million
Q2 2021 Jul 27, 2021	BUY	$30.6 - $30.67 $29,804 - $29,872	974 Added 2.6%	38,446 $1.18 Million
Q1 2021 Apr 26, 2021	BUY	$30.6 - $30.66 $3,978 - $3,985	130 Added 0.35%	37,472 $1.15 Million
Q4 2020 Jan 25, 2021	SELL	$30.56 - $30.61 $3,911 - $3,918	-128 Reduced 0.34%	37,342 $1.14 Million
Q3 2020 Oct 26, 2020	BUY	$30.45 - $30.6 $1.14 Million - $1.15 Million	37,470 New	37,470 $1.15 Million
Q1 2020 May 01, 2020	SELL	$26.27 - $30.83 $251,508 - $295,166	-9,574 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$30.67 - $30.78 $293,634 - $294,687	9,574 New	9,574 $294,000

Others Institutions Holding FLRN

# of Institutions

335

Shares Held

53.6M

Call Options Held

1.4K

Put Options Held

200

View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

Ticker FLRN
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Vista Wealth Management Group, LLC Spdr Bloomberg Investment Grad Transaction History