A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 25,039 shares of FLOT stock, worth $1.28 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
25,039
Holding current value
$1.28 Million
% of portfolio
0.59%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$50.63 - $51.11 $1.27 Million - $1.28 Million
25,039 New
25,039 $1.28 Billion

Others Institutions Holding FLOT

About ISHARES TR FLTG RATE NT ETF


  • Ticker FLOT
  • Sector ETFs
  • Industry ETFs
More about FLOT
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

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

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.