Cherry Tree Wealth Management, LLC FLRN Holdings History
Cherry Tree Wealth Management, LLC's SPDR Bloomberg Investment Grade Floating Rate ETF Holding Summary
As of 2025-03-31, Cherry Tree Wealth Management, LLC held 400,151.00 shares of SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN), totaling $12.33 Mil. This investment constitutes 2.97% of their stock portfolio, and Cherry Tree Wealth Management, LLC now holds 0.45% of the outstanding SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN) stock.
The initial trade took place in 2023Q2. And since then Cherry Tree Wealth Management, LLC has made 1 purchases of FLRN, at an average price of $30.16, for a total of 489,606.00 shares. In addition, there have been 6 sales at an average price of $30.67 for 89,455.00 shares. Based on historical transaction data and FLRN's current price of $30.80, Cherry Tree Wealth Management, LLC's estimated gain on his FLRN holdings is $301,464.75, reflecting a 2.04% gain to date.
Cherry Tree Wealth Management, LLC FLRN ($30.80) Holding Chart
Cherry Tree Wealth Management, 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 % | |||
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