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

337

Shares Held

53.6M

Call Options Held

1.4K

Put Options Held

200

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 Wt Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Wt Wealth Management with notifications on news.