Worth Asset Management, LLC Spdr Bloomberg Investment Grad Transaction History

Worth Asset Management, LLC

$154 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 08, 2022	SELL	N/A	-3,300 Closed	0 $0
Q1 2022 May 13, 2022	BUY	N/A	3,300 New	3,300 $100,000

Others Institutions Holding FLRN

# of Institutions

325

Shares Held

53.7M

Call Options Held

200

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

3.46M
Shares

$106 Million
0.03% of portfolio
Wealthfront Advisers LLC

2.73M
Shares

$83.8 Million
0.29% of portfolio
Wells Fargo & Company San Francisco, CA

2.35M
Shares

$72.2 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.08M
Shares

$63.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.81M
Shares

$55.5 Million
0.03% of portfolio

About SPDR BLOOMBERG INVESTMENT GRAD

Ticker FLRN
Sector ETFs
Industry ETFs

More about FLRN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Asset Management, LLC with notifications on news.