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 $13.2 Million. This represents 9.05% of its overall portfolio holdings.

Number of Shares
258,269
Previous 257,611 0.26%
Holding current value
$13.2 Million
Previous $13.1 Billion 0.12%
% of portfolio
9.05%
Previous 8.87%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
715
Shares Held
152M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR FLTG RATE NT ETF

FLOT Quotes by TradingView
  • Ticker FLOT
  • Sector ETFs
  • Industry ETFs
More about FLOT
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