BEACON FINANCIAL GROUP FLRN Holdings History
BEACON FINANCIAL GROUP's SPDR Bloomberg Investment Grade Floating Rate ETF Holding Summary
As of 2025-06-30, BEACON FINANCIAL GROUP held 17,936.00 shares of SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN), totaling $552,970.00. This investment constitutes 0.06% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0.02% 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 7 sales at an average price of $30.78 for 241,557.00 shares. Based on historical transaction data and FLRN's current price of $30.80, BEACON FINANCIAL GROUP's estimated gain on his FLRN holdings is $35,504.72, reflecting a 0.45% gain to date.
BEACON FINANCIAL GROUP FLRN ($30.80) Holding Chart
BEACON FINANCIAL 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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