A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 227,067 shares of FLOT stock, worth $11.5 Million. This represents 8.28% of its overall portfolio holdings.

Number of Shares
227,067
Previous 235,224 3.47%
Holding current value
$11.5 Million
Previous $12 Billion 3.47%
% of portfolio
8.28%
Previous 8.88%

Shares

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

Oct 15, 2024

SELL
$50.63 - $51.11 $412,988 - $416,904
-8,157 Reduced 3.47%
227,067 $11.6 Billion
Q2 2024

Jul 26, 2024

BUY
$50.82 - $51.15 $1.79 Million - $1.8 Million
35,142 Added 17.56%
235,224 $12 Billion
Q1 2024

Apr 15, 2024

BUY
$50.64 - $51.08 $10.1 Million - $10.2 Million
200,082 New
200,082 $10.2 Billion

Others Institutions Holding FLOT

About ISHARES TR FLTG RATE NT ETF


  • Ticker FLOT
  • Sector ETFs
  • Industry ETFs
More about FLOT
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