MILESTONE ASSET MANAGEMENT, LLC FLRN Holdings History
MILESTONE ASSET MANAGEMENT, LLC's SPDR Bloomberg Investment Grade Floating Rate ETF Holding Summary
As of 2025-03-31, MILESTONE ASSET MANAGEMENT, LLC held 839,993.00 shares of SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN), totaling $25.89 Mil. This investment constitutes 5.51% of their stock portfolio, and MILESTONE ASSET MANAGEMENT, LLC now holds 0.91% of the outstanding SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN) stock.
The initial trade took place in 2024Q4. And since then MILESTONE ASSET MANAGEMENT, LLC has made 2 purchases of FLRN, at an average price of $30.80, for a total of 839,993.00 shares. Based on historical transaction data and FLRN's current price of $30.76, MILESTONE ASSET MANAGEMENT, LLC's estimated gain on his FLRN holdings is $-30,413.52, reflecting a -0.12% gain to date.
MILESTONE ASSET MANAGEMENT, LLC FLRN ($30.76) Holding Chart
MILESTONE ASSET MANAGEMENT, LLC FLRN ($30.76) 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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