Number of Shares
24,148.00
Current Holdings Value*
$744,240.00
% of Portfolio
0.08%
Total Estimate Gain
$34,739.16
% of Total Estimate Gain
0.44%

BEACON FINANCIAL GROUP's SPDR Bloomberg Investment Grade Floating Rate ETF Holding Summary

As of 2025-03-31, BEACON FINANCIAL GROUP held 24,148.00 shares of SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN), totaling $744,240.00. This investment constitutes 0.08% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0.03% of the outstanding SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN) stock.

The initial trade took place in 2023Q3. And since then BEACON FINANCIAL GROUP has made 1 purchases of FLRN, at an average price of $30.64, for a total of 259,493.00 shares. In addition, there have been 6 sales at an average price of $30.78 for 235,345.00 shares. Based on historical transaction data and FLRN's current price of $30.74, BEACON FINANCIAL GROUP's estimated gain on his FLRN holdings is $34,739.16, reflecting a 0.44% gain to date.

BEACON FINANCIAL GROUP FLRN ($30.74) Holding Chart

BEACON FINANCIAL GROUP FLRN ($30.74) 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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