Cascade Wealth Advisors, Inc Ishares Tr Fltg Rate Nt ETF Transaction History

Cascade Wealth Advisors, Inc

$145 Billion
Q1 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 258,269 shares of FLOT stock, worth $13.1 Million. This represents 9.05% of its overall portfolio holdings.

Number of Shares

258,269

Previous 257,611 0.26%

Holding current value

$13.1 Million

Previous $13.1 Billion 0.12%

% of portfolio

9.05%

Previous 8.87%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$50.87 - $51.09 $33,472 - $33,617	658 Added 0.26%	258,269 $13.1 Billion
Q4 2024 Feb 05, 2025	BUY	$50.73 - $51.08 $1.55 Million - $1.56 Million	30,544 Added 13.45%	257,611 $13.1 Billion
Q3 2024 Oct 15, 2024	SELL	$50.63 - $51.11 $412,988 - $416,904	-8,157 Reduced 3.47%	227,067 $11.6 Billion
Q2 2024 Jul 26, 2024	BUY	$50.82 - $51.15 $1.79 Million - $1.8 Million	35,142 Added 17.56%	235,224 $12 Billion
Q1 2024 Apr 15, 2024	BUY	$50.64 - $51.08 $10.1 Million - $10.2 Million	200,082 New	200,082 $10.2 Billion

Others Institutions Holding FLOT

# of Institutions

735

Shares Held

114M

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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Cascade Wealth Advisors, Inc Ishares Tr Fltg Rate Nt ETF Transaction History