Meriwether Wealth & Planning, LLC FLRN Holdings History
Number of Shares
10,400.00
Current Holdings Value*
$320,630.00
% of Portfolio
0.2%
Total Estimate Gain
$-904.29
% of Total Estimate Gain
-0.08%
Meriwether Wealth & Planning, LLC's SPDR Bloomberg Investment Grade Floating Rate ETF Holding Summary
As of 2025-06-30, Meriwether Wealth & Planning, LLC held 10,400.00 shares of SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN), totaling $320,630.00. This investment constitutes 0.2% of their stock portfolio, and Meriwether Wealth & Planning, LLC now holds 0.01% of the outstanding SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $30.71 for 25,620.00 shares. Based on historical transaction data and FLRN's current price of $30.80, Meriwether Wealth & Planning, LLC's estimated gain on his FLRN holdings is $-904.29, reflecting a -0.08% gain to date.
Meriwether Wealth & Planning, LLC FLRN ($30.80) Holding Chart
Meriwether Wealth & Planning, 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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