Websterrogers Financial Advisors, LLC Spdr Bloomberg Investment Grad Transaction History

Websterrogers Financial Advisors, LLC

  • $279 Million
  • Q3 2024

A detailed history of Websterrogers Financial Advisors, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 84,025 shares of FLRN stock, worth $2.59 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
84,025
Previous 92,193 8.86%
Holding current value
$2.59 Million
Previous $2.84 Million 8.86%
% of portfolio
0.93%
Previous 1.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$30.55 - $30.85 $249,532 - $251,982
-8,168 Reduced 8.86%
84,025 $2.59 Million
Q2 2024

Jul 12, 2024
SELL
$30.69 - $30.88 $313,252 - $315,192
-10,207 Reduced 9.97%
92,193 $2.84 Million
Q1 2024

May 14, 2024
BUY
$30.59 - $30.83 $66,257 - $66,777
2,166 Added 2.16%
102,400 $3.16 Million
Q4 2023

Feb 14, 2024
SELL
$30.49 - $30.71 $1.54 Million - $1.55 Million
-50,525 Reduced 33.51%
100,234 $3.07 Million
Q3 2023

Nov 01, 2023
SELL
$30.51 - $30.73 $352,298 - $354,839
-11,547 Reduced 7.11%
150,759 $4.63 Million
Q2 2023

Jul 26, 2023
BUY
$30.33 - $30.69 $50,408 - $51,006
1,662 Added 1.03%
162,306 $4.98 Million
Q1 2023

May 03, 2023
SELL
$29.96 - $30.68 $1.78 Million - $1.83 Million
-59,577 Reduced 27.05%
160,644 $4.89 Million
Q4 2022

Feb 06, 2023
SELL
$30.19 - $30.41 $3.32 Million - $3.34 Million
-109,948 Reduced 33.3%
220,221 $6.69 Million
Q3 2022

Oct 26, 2022
SELL
$30.11 - $30.44 $857,051 - $866,444
-28,464 Reduced 7.94%
330,169 $10 Million
Q2 2022

Jul 25, 2022
BUY
$30.11 - $30.51 $5.92 Million - $6 Million
196,768 Added 121.56%
358,633 $10.8 Million
Q1 2022

Apr 14, 2022
BUY
$30.36 - $30.62 $864,561 - $871,965
28,477 Added 21.35%
161,865 $4.94 Million
Q4 2021

Jan 24, 2022
BUY
$30.56 - $30.65 $364,183 - $365,256
11,917 Added 9.81%
133,388 $4.08 Million
Q3 2021

Oct 12, 2021
BUY
$30.62 - $30.66 $787,821 - $788,851
25,729 Added 26.87%
121,471 $3.72 Million
Q2 2021

Aug 05, 2021
BUY
$30.6 - $30.67 $437,733 - $438,734
14,305 Added 17.57%
95,742 $2.93 Million
Q1 2021

May 07, 2021
BUY
$30.6 - $30.66 $474,820 - $475,751
15,517 Added 23.54%
81,437 $2.5 Million
Q4 2020

Feb 11, 2021
BUY
$30.56 - $30.61 $2.01 Million - $2.02 Million
65,920 New
65,920 $2.02 Million

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

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