Number of Shares
664,241.00
Current Holdings Value*
$20.48 Mil
% of Portfolio
4.8%
Total Estimate Gain
$34,001.05
% of Total Estimate Gain
0.07%

MFA Wealth Advisors, LLC's SPDR Bloomberg Investment Grade Floating Rate ETF Holding Summary

As of 2025-06-30, MFA Wealth Advisors, LLC held 664,241.00 shares of SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN), totaling $20.48 Mil. This investment constitutes 4.8% of their stock portfolio, and MFA Wealth Advisors, LLC now holds 0.74% of the outstanding SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN) stock.

The initial trade took place in 2018Q2. And since then MFA Wealth Advisors, LLC has made 16 purchases of FLRN, at an average price of $30.55, for a total of 1.61 Mil shares. In addition, there have been 7 sales at an average price of $30.40 for 942,604.00 shares. Based on historical transaction data and FLRN's current price of $30.82, MFA Wealth Advisors, LLC's estimated gain on his FLRN holdings is $34,001.05, reflecting a 0.07% gain to date.

MFA Wealth Advisors, LLC FLRN ($30.82) Holding Chart

MFA Wealth Advisors, LLC FLRN ($30.82) 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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