LCWP
FLRN icon

Legacy Capital Wealth Partners’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Legacy Capital Wealth Partners’s Portfolio FLRN Stock Details FLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$443K Sell
14,382
-3,173
-18% -$97.7K 0.09% 222
2025
Q4 		$539K Buy
+17,555
New +$540K 0.12% 182
2024
Q4 		– Sell
-34,633
Closed -$1.07M – 362
2024
Q3 		$1.07M Buy
34,633
+13,847
+67% +$426K 0.21% 100
2024
Q2 		$641K Buy
+20,786
New +$640K 0.16% 124
2024
Q1 		– Sell
-33,763
Closed -$1.03M – 185
2023
Q4 		$1.03M Sell
33,763
-167
-0.5% -$5.11K 0.29% 73
2023
Q3 		$1.04M Buy
+33,930
New +$1.04M 0.29% 73
2023
Q2 		– Sell
-36,751
Closed -$1.12M – 106
2023
Q1 		$1.12M Buy
+36,751
New +$1.12M 0.31% 68

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return