Ep Wealth Advisors, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,101 shares of FLOT stock, worth $260,610. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,101
Previous 5,172 1.37%
Holding current value
$260,610
Previous $261,000 0.38%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2024
SELL
$50.64 - $51.08 $3,595 - $3,626
-71 Reduced 1.37%
5,101 $260,000
Q4 2023

Feb 28, 2024
BUY
$50.48 - $50.89 $51,742 - $52,162
1,025 Added 24.72%
5,172 $261,000
Q3 2023

Nov 22, 2023
BUY
$50.56 - $50.89 $209,672 - $211,040
4,147 New
4,147 $211,000
Q4 2019

Feb 14, 2020
SELL
N/A
-5,064 Closed
0 $0
Q3 2019

Nov 18, 2019
SELL
N/A
-208 Reduced 3.95%
5,064 $258,000
Q2 2019

Aug 27, 2019
BUY
N/A
5,272 New
5,272 $269,000

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 Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, 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 Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email