Beaumont Financial Advisors, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,574 shares of FLOT stock, worth $233,274. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,574

Previous 4,924 7.11%

Holding current value

$233,274

Previous $251,000 7.57%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$50.73 - $51.08 $17,755 - $17,878	-350 Reduced 7.11%	4,574 $232,000
Q1 2024 May 10, 2024	SELL	$50.64 - $51.08 $14,938 - $15,068	-295 Reduced 5.65%	4,924 $251,000
Q4 2023 Jan 31, 2024	SELL	$50.48 - $50.89 $6,057 - $6,106	-120 Reduced 2.25%	5,219 $264,000
Q3 2023 Nov 01, 2023	SELL	$50.56 - $50.89 $6,825 - $6,870	-135 Reduced 2.47%	5,339 $271,000
Q2 2023 Aug 02, 2023	SELL	$50.19 - $50.83 $8,532 - $8,641	-170 Reduced 3.01%	5,474 $278,000
Q1 2023 May 08, 2023	SELL	$49.51 - $50.8 $26,190 - $26,873	-529 Reduced 8.57%	5,644 $284,000
Q4 2022 Jan 25, 2023	BUY	$50.02 - $50.42 $308,773 - $311,242	6,173 New	6,173 $0

Others Institutions Holding FLOT

# of Institutions

643

Shares Held

97.5M

Call Options Held

Put Options Held

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About ISHARES TR FLTG RATE NT ETF

Ticker FLOT
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Ishares Tr Fltg Rate Nt ETF Transaction History