Number of Shares
613,445.00
Current Holdings Value*
$18.91 Mil
% of Portfolio
7.11%
Total Estimate Gain
$218,901.70
% of Total Estimate Gain
1.10%

Ameliora Wealth Management Ltd.'s SPDR Bloomberg Investment Grade Floating Rate ETF Holding Summary

As of 2025-03-31, Ameliora Wealth Management Ltd. held 613,445.00 shares of SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN), totaling $18.91 Mil. This investment constitutes 7.11% of their stock portfolio, and Ameliora Wealth Management Ltd. now holds 0.68% of the outstanding SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN) stock.

The initial trade took place in 2022Q3. And since then Ameliora Wealth Management Ltd. has made 7 purchases of FLRN, at an average price of $30.45, for a total of 654,228.00 shares. In addition, there have been 4 sales at an average price of $30.60 for 40,783.00 shares. Based on historical transaction data and FLRN's current price of $30.80, Ameliora Wealth Management Ltd.'s estimated gain on his FLRN holdings is $218,901.70, reflecting a 1.10% gain to date.

Ameliora Wealth Management Ltd. FLRN ($30.80) Holding Chart

Ameliora Wealth Management Ltd. 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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