Alliance Wealth Management Group FLRN Holdings History
Alliance Wealth Management Group's SPDR Bloomberg Investment Grade Floating Rate ETF Holding Summary
As of 2025-03-31, Alliance Wealth Management Group held 668,984.00 shares of SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN), totaling $20.62 Mil. This investment constitutes 5.55% of their stock portfolio, and Alliance Wealth Management Group now holds 0.75% of the outstanding SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN) stock.
The initial trade took place in 2018Q2. And since then Alliance Wealth Management Group has made 19 purchases of FLRN, at an average price of $30.48, for a total of 974,464.00 shares. In addition, there have been 8 sales at an average price of $30.27 for 305,480.00 shares. Based on historical transaction data and FLRN's current price of $30.80, Alliance Wealth Management Group's estimated gain on his FLRN holdings is $148,837.69, reflecting a 0.50% gain to date.
Alliance Wealth Management Group FLRN ($30.80) Holding Chart
Alliance Wealth Management Group FLRN ($30.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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