Wj Wealth Management, LLC Spdr Bloomberg Investment Grad Transaction History

Wj Wealth Management, LLC

  • $267 Million
  • Q3 2024

A detailed history of Wj Wealth Management, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Wj Wealth Management, LLC holds 36,259 shares of FLRN stock, worth $1.12 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
36,259
Previous 146,658 75.28%
Holding current value
$1.12 Million
Previous $4.52 Million 75.29%
% of portfolio
0.42%
Previous 1.69%

Shares

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

Oct 31, 2024
SELL
$30.55 - $30.85 $3.37 Million - $3.41 Million
-110,399 Reduced 75.28%
36,259 $1.12 Million
Q2 2024

Aug 09, 2024
SELL
$30.69 - $30.88 $126,688 - $127,472
-4,128 Reduced 2.74%
146,658 $4.52 Million
Q1 2024

Apr 17, 2024
SELL
$30.59 - $30.83 $119,606 - $120,545
-3,910 Reduced 2.53%
150,786 $4.65 Million
Q4 2023

Jan 12, 2024
SELL
$30.49 - $30.71 $196,172 - $197,588
-6,434 Reduced 3.99%
154,696 $4.73 Million
Q3 2023

Oct 10, 2023
SELL
$30.51 - $30.73 $26,360 - $26,550
-864 Reduced 0.53%
161,130 $4.95 Million
Q2 2023

Jul 11, 2023
BUY
$30.33 - $30.69 $2.77 Million - $2.8 Million
91,361 Added 129.35%
161,994 $4.97 Million
Q1 2023

Apr 12, 2023
SELL
$29.96 - $30.68 $8.96 Million - $9.18 Million
-299,188 Reduced 80.9%
70,633 $2.15 Million
Q4 2022

Feb 15, 2023
BUY
$30.19 - $30.41 $232,191 - $233,883
7,691 Added 2.12%
369,821 $11.2 Million
Q3 2022

Oct 18, 2022
SELL
$30.11 - $30.44 $2.36 Million - $2.39 Million
-78,363 Reduced 17.79%
362,130 $11 Million
Q2 2022

Aug 05, 2022
BUY
$30.11 - $30.51 $3.98 Million - $4.04 Million
132,310 Added 42.93%
440,493 $13.3 Million
Q1 2022

May 13, 2022
BUY
$30.36 - $30.62 $3.94 Million - $3.97 Million
129,700 Added 72.67%
308,183 $9.39 Million
Q4 2021

Feb 14, 2022
SELL
$30.56 - $30.65 $6.09 Million - $6.1 Million
-199,126 Reduced 52.73%
178,483 $5.46 Million
Q3 2021

Oct 15, 2021
SELL
$30.62 - $30.66 $1.93 Million - $1.93 Million
-63,029 Reduced 14.3%
377,609 $11.6 Million
Q3 2021

Oct 13, 2021
BUY
$30.62 - $30.66 $11.5 Million - $11.5 Million
376,598 Added 588.07%
440,638 $11.6 Million
Q2 2021

Aug 04, 2021
SELL
$30.6 - $30.67 $93,636 - $93,850
-3,060 Reduced 4.56%
64,040 $1.96 Million
Q1 2021

Apr 28, 2021
BUY
$30.6 - $30.66 $2.05 Million - $2.06 Million
67,100 New
67,100 $2.06 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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  • Ticker FLRN
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