Number of Shares
191,311.00
Current Holdings Value*
$5.90 Mil
% of Portfolio
3.94%
Total Estimate Gain
$36,837.55
% of Total Estimate Gain
0.58%

Better Money Decisions, LLC's SPDR Bloomberg Investment Grade Floating Rate ETF Holding Summary

As of 2025-03-31, Better Money Decisions, LLC held 191,311.00 shares of SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN), totaling $5.90 Mil. This investment constitutes 3.94% of their stock portfolio, and Better Money Decisions, LLC now holds 0.21% of the outstanding SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN) stock.

The initial trade took place in 2021Q2. And since then Better Money Decisions, LLC has made 11 purchases of FLRN, at an average price of $30.60, for a total of 206,781.00 shares. In addition, there have been 5 sales at an average price of $30.45 for 15,470.00 shares. Based on historical transaction data and FLRN's current price of $30.80, Better Money Decisions, LLC's estimated gain on his FLRN holdings is $36,837.55, reflecting a 0.58% gain to date.

Better Money Decisions, LLC FLRN ($30.80) Holding Chart

Better Money Decisions, LLC 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 %

Top Ranked Articles

  • 1