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

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 4,540 shares of FLOT stock, worth $230,632. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,540
Previous 4,540 -0.0%
Holding current value
$230,632
Previous $231,000 -0.0%
% of portfolio
0.09%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024
SELL
$50.48 - $50.89 $24,533 - $24,732
-486 Reduced 9.67%
4,540 $229,000
Q3 2023

Nov 07, 2023
SELL
$50.56 - $50.89 $455 - $458
-9 Reduced 0.18%
5,026 $255,000
Q2 2023

Jul 31, 2023
BUY
$50.19 - $50.83 $11,142 - $11,284
222 Added 4.61%
5,035 $255,000
Q4 2022

Jan 23, 2023
SELL
$50.02 - $50.42 $4,151 - $4,184
-83 Reduced 1.7%
4,813 $0
Q3 2022

Oct 21, 2022
BUY
$49.85 - $50.45 $3,938 - $3,985
79 Added 1.64%
4,896 $246,000
Q2 2022

Jul 27, 2022
SELL
$49.77 - $50.57 $3,882 - $3,944
-78 Reduced 1.59%
4,817 $240,000
Q1 2022

May 05, 2022
BUY
$50.35 - $50.74 $2,316 - $2,334
46 Added 0.95%
4,895 $248,000
Q1 2022

May 04, 2022
SELL
$50.35 - $50.74 $2,316 - $2,334
-46 Reduced 0.94%
4,849 $245,000
Q3 2021

Oct 25, 2021
SELL
$50.76 - $50.84 $13,400 - $13,421
-264 Reduced 5.12%
4,895 $249,000
Q2 2021

Jul 23, 2021
SELL
$50.73 - $50.82 $15,777 - $15,805
-311 Reduced 5.69%
5,159 $262,000
Q1 2021

Apr 22, 2021
BUY
$50.74 - $50.85 $47,188 - $47,290
930 Added 20.48%
5,470 $0
Q4 2020

Jan 25, 2021
BUY
$50.66 - $50.76 $229,996 - $230,450
4,540 New
4,540 $231,000

Others Institutions Holding FLOT

# of Institutions
642
Shares Held
97.2M
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 True Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email