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Long-Term Concentrated
Concentrated Active
Quant / Systematic
Diversified Active
SPDR SER TR
Ticker: FLRN
CUSIP: 78468R200
Class: BLOOMBERG INVT
Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)
Note: Option positions (PUT/CALL) are excluded.
Q2 2019
Shares
9,500
Value ($000)
$292
Avg Close
—
Range
—
Q1 2019
Shares
85,659
Value ($000)
$2,630
Avg Close
—
Range
—
Q4 2018
Shares
675,310
Value ($000)
$20,509
Avg Close
—
Range
—
Period
Shares
Value ($000)
Average Close
Price Range
Q2 2019
9,500
$292
—
—
Q1 2019
85,659
$2,630
—
—
Q4 2018
675,310
$20,509
—
—