A detailed history of Mosaic Financial Group, LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 14,432 shares of FLOT stock, worth $736,609. This represents 0.52% of its overall portfolio holdings.

Number of Shares
14,432
Previous 17,378 16.95%
Holding current value
$736,609
Previous $888,000 17.0%
% of portfolio
0.52%
Previous 0.64%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024

SELL
$50.63 - $51.11 $149,155 - $150,570
-2,946 Reduced 16.95%
14,432 $737,000
Q2 2024

Aug 15, 2024

BUY
$50.82 - $51.15 $203 - $204
4 Added 0.02%
17,378 $888,000
Q1 2024

May 15, 2024

BUY
$50.64 - $51.08 $879,819 - $887,463
17,374 New
17,374 $887,000

Others Institutions Holding FLOT

About ISHARES TR FLTG RATE NT ETF


  • Ticker FLOT
  • Sector ETFs
  • Industry ETFs
More about FLOT
Track This Portfolio

Track Mosaic Financial Group, LLC Portfolio

Follow Mosaic Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Financial Group, LLC with notifications on news.