Elevate Wealth Advisory, Inc Ishares Tr Fltg Rate Nt ETF Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 4,309 shares of FLOT stock, worth $219,629. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,309
Previous 4,302 0.16%
Holding current value
$219,629
Previous $219 Million 0.49%
% of portfolio
0.16%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$50.87 - $51.09 $356 - $357
7 Added 0.16%
4,309 $220 Million
Q4 2024

Feb 11, 2025
BUY
$50.73 - $51.08 $760 - $766
15 Added 0.35%
4,302 $219 Million
Q3 2024

Nov 13, 2024
BUY
$50.63 - $51.11 $658 - $664
13 Added 0.3%
4,287 $219 Million
Q2 2024

Aug 12, 2024
BUY
$50.82 - $51.15 $609 - $613
12 Added 0.28%
4,274 $218 Million
Q1 2024

May 02, 2024
SELL
$50.64 - $51.08 $178,607 - $180,159
-3,527 Reduced 45.28%
4,262 $218 Million
Q4 2023

Feb 14, 2024
BUY
$50.48 - $50.89 $393,188 - $396,382
7,789 New
7,789 $394 Million

Others Institutions Holding FLOT

# of Institutions
716
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
Track This Portfolio

Track Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, Inc 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 Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email