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 $63,805. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,257
Previous 5,139 75.54%
Holding current value
$63,805
Previous $257,000 19.46%
% of portfolio
0.34%
Previous 0.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$49.85 - $50.45 $193,517 - $195,846
-3,882 Reduced 75.54%
1,257 $207,000
Q2 2022

Jul 26, 2022
BUY
$49.77 - $50.57 $255,768 - $259,879
5,139 New
5,139 $257,000

Others Institutions Holding FLOT

# of Institutions
704
Shares Held
139M
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 Legacy Wealth Planning, LLC Portfolio

Follow Legacy Wealth Planning, 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 Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email