A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 9,760 shares of FLOT stock, worth $496,296. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,760
Previous 9,743 0.17%
Holding current value
$496,296
Previous $498 Million 0.08%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 12, 2024

BUY
$50.63 - $51.11 $860 - $868
17 Added 0.17%
9,760 $498 Million
Q2 2024

Aug 06, 2024

BUY
$50.82 - $51.15 $914 - $920
18 Added 0.19%
9,743 $498 Million
Q1 2024

May 01, 2024

BUY
$50.64 - $51.08 $557 - $561
11 Added 0.11%
9,725 $497 Million
Q4 2023

Feb 06, 2024

SELL
$50.48 - $50.89 $153,610 - $154,858
-3,043 Reduced 23.85%
9,714 $492 Million
Q3 2023

Nov 14, 2023

SELL
$50.56 - $50.89 $19,415 - $19,541
-384 Reduced 2.92%
12,757 $649 Million
Q2 2023

Aug 09, 2023

BUY
$50.19 - $50.83 $659,546 - $667,957
13,141 New
13,141 $668 Million

Others Institutions Holding FLOT

About ISHARES TR FLTG RATE NT ETF


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

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, 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 Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.