Legacy Wealth Planning, LLC Ishares Tr Fltg Rate Nt ETF Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 1,257 shares of FLOT stock, worth $64,220. This represents 0.34% of its overall portfolio holdings.
Number of Shares
1,257
Previous 5,139
75.54%
Holding current value
$64,220
Previous $257,000
19.46%
% of portfolio
0.34%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding FLOT
# of Institutions
696Shares Held
136MCall Options Held
0Put Options Held
0-
Demars Financial Group, LLC38MShares$1.94 Billion24.07% of portfolio
-
Bank Of America Corp Charlotte, NC7.89MShares$403 Million0.03% of portfolio
-
Black Rock Inc. New York, NY4.82MShares$246 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.8MShares$245 Million0.02% of portfolio
-
Northern Trust Corp Chicago, IL4.08MShares$209 Million0.03% of portfolio