Number of Shares
650,546.00
Current Holdings Value*
$20.06 Mil
% of Portfolio
7.17%
Total Estimate Gain
$240,222.28
% of Total Estimate Gain
1.14%

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

As of 2025-06-30, Ameliora Wealth Management Ltd. held 650,546.00 shares of SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN), totaling $20.06 Mil. This investment constitutes 7.17% of their stock portfolio, and Ameliora Wealth Management Ltd. now holds 0.72% 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 8 purchases of FLRN, at an average price of $30.47, for a total of 691,329.00 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 $30.83, Ameliora Wealth Management Ltd.'s estimated gain on his FLRN holdings is $240,222.28, reflecting a 1.14% gain to date.

Ameliora Wealth Management Ltd. FLRN ($30.83) Holding Chart

Ameliora Wealth Management Ltd. FLRN ($30.83) 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 %

Top Ranked Articles

  • 1