Number of Shares
101,865.00
Current Holdings Value*
$3.07 Mil
% of Portfolio
3.76%
Total Estimate Gain
$18,214.38
% of Total Estimate Gain
0.57%

Vericrest Private Wealth's SPDR Bloomberg Investment Grade Floating Rate ETF Holding Summary

As of 2022-06-30, Vericrest Private Wealth held 101,865.00 shares of SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN), totaling $3.07 Mil. This investment constitutes 3.76% of their stock portfolio, and Vericrest Private Wealth now holds 0.1% of the outstanding SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN) stock.

The initial trade took place in 2021Q4. And since then Vericrest Private Wealth has made 1 purchases of FLRN, at an average price of $30.57, for a total of 104,889.00 shares. In addition, there have been 1 sales at an average price of $30.51 for 3,024.00 shares. Based on historical transaction data and FLRN's current price of $30.75, Vericrest Private Wealth's estimated gain on his FLRN holdings is $18,214.38, reflecting a 0.57% gain to date.

Vericrest Private Wealth FLRN ($30.75) Holding Chart

Vericrest Private Wealth FLRN ($30.75) 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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