Number of Shares
361,085.00
Current Holdings Value*
$11.13 Mil
% of Portfolio
3.04%
Total Estimate Gain
$26,295.30
% of Total Estimate Gain
0.24%

Buska Wealth Management, LLC's SPDR Bloomberg Investment Grade Floating Rate ETF Holding Summary

As of 2025-06-30, Buska Wealth Management, LLC held 361,085.00 shares of SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN), totaling $11.13 Mil. This investment constitutes 3.04% of their stock portfolio, and Buska Wealth Management, LLC now holds 0.4% of the outstanding SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN) stock.

The initial trade took place in 2024Q1. And since then Buska Wealth Management, LLC has made 5 purchases of FLRN, at an average price of $30.74, for a total of 361,085.00 shares. Based on historical transaction data and FLRN's current price of $30.81, Buska Wealth Management, LLC's estimated gain on his FLRN holdings is $26,295.30, reflecting a 0.24% gain to date.

Buska Wealth Management, LLC FLRN ($30.81) Holding Chart

Buska Wealth Management, LLC FLRN ($30.81) 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