Cherry Tree Wealth Management, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q1 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 9,725 shares of FLOT stock, worth $496,850. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,725
Previous 9,714 0.11%
Holding current value
$496,850
Previous $492 Million 0.99%
% of portfolio
0.12%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$50.64 - $51.08 $557 - $561
11 Added 0.11%
9,725 $497 Million
Q4 2023

Feb 06, 2024
SELL
$50.48 - $50.89 $153,610 - $154,858
-3,043 Reduced 23.85%
9,714 $492 Million
Q3 2023

Nov 14, 2023
SELL
$50.56 - $50.89 $19,415 - $19,541
-384 Reduced 2.92%
12,757 $649 Million
Q2 2023

Aug 09, 2023
BUY
$50.19 - $50.83 $659,546 - $667,957
13,141 New
13,141 $668 Million

Others Institutions Holding FLOT

# of Institutions
634
Shares Held
97.6M
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
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, 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 Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email