IHT Wealth Management, LLC FLRN Holdings History
IHT Wealth Management, LLC's SPDR Bloomberg Investment Grade Floating Rate ETF Holding Summary
As of 2025-03-31, IHT Wealth Management, LLC held 1.19 Mil shares of SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN), totaling $36.72 Mil. This investment constitutes 1.15% of their stock portfolio, and IHT Wealth Management, LLC now holds 1.33% of the outstanding SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN) stock.
The initial trade took place in 2018Q2. And since then IHT Wealth Management, LLC has made 8 purchases of FLRN, at an average price of $30.76, for a total of 1.22 Mil shares. In addition, there have been 5 sales at an average price of $30.49 for 33,240.00 shares. Based on historical transaction data and FLRN's current price of $30.77, IHT Wealth Management, LLC's estimated gain on his FLRN holdings is $-3,026.74, reflecting a -0.01% gain to date.
IHT Wealth Management, LLC FLRN ($30.77) Holding Chart
IHT Wealth Management, LLC FLRN ($30.77) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
