Wt Wealth Management Spdr Bloomberg Investment Grad Transaction History

Wt Wealth Management

$391 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 19, 2023	BUY	$29.96 - $30.68 $342,712 - $350,948	11,439 Added 54.34%	32,488 $988,000
Q4 2022 Jan 19, 2023	SELL	$30.19 - $30.41 $192,340 - $193,742	-6,371 Reduced 23.23%	21,049 $0
Q3 2022 Oct 20, 2022	BUY	$30.11 - $30.44 $49,440 - $49,982	1,642 Added 6.37%	27,420 $831,000
Q2 2022 Jul 26, 2022	BUY	$30.11 - $30.51 $16,229 - $16,444	539 Added 2.14%	25,778 $776,000
Q1 2022 May 06, 2022	BUY	$30.36 - $30.62 $146,851 - $148,108	4,837 Added 23.71%	25,239 $770,000
Q4 2021 Jan 19, 2022	SELL	$30.56 - $30.65 $148,704 - $149,142	-4,866 Reduced 19.26%	20,402 $624,000
Q3 2021 Oct 15, 2021	SELL	$30.62 - $30.66 $43,602 - $43,659	-1,424 Reduced 5.33%	25,268 $775,000
Q2 2021 Jul 19, 2021	BUY	$30.6 - $30.67 $33,354 - $33,430	1,090 Added 4.26%	26,692 $818,000
Q1 2021 Apr 29, 2021	SELL	$30.6 - $30.66 $1.51 Million - $1.52 Million	-49,503 Reduced 65.91%	25,602 $784,000
Q4 2020 Feb 01, 2021	SELL	$30.56 - $30.61 $70,074 - $70,188	-2,293 Reduced 2.96%	75,105 $2.3 Million
Q3 2020 Oct 30, 2020	BUY	$30.45 - $30.6 $2.36 Million - $2.37 Million	77,398 New	77,398 $2.37 Million

Others Institutions Holding FLRN

# of Institutions

335

Shares Held

53.6M

Call Options Held

1.4K

Put Options Held

200

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