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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