Lifeworks Advisors, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024

A detailed history of Lifeworks Advisors, LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 4,032 shares of FLOT stock, worth $204,664. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,032
Previous 4,453 9.45%
Holding current value
$204,664
Previous $227,000 9.69%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$50.73 - $51.08 $21,357 - $21,504
-421 Reduced 9.45%
4,032 $205,000
Q3 2024

Nov 06, 2024
BUY
$50.63 - $51.11 $26,884 - $27,139
531 Added 13.54%
4,453 $227,000
Q2 2024

Aug 13, 2024
SELL
$50.82 - $51.15 $224,675 - $226,134
-4,421 Reduced 52.99%
3,922 $200,000
Q1 2024

May 10, 2024
BUY
$50.64 - $51.08 $422,489 - $426,160
8,343 New
8,343 $425,000

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 Lifeworks Advisors, LLC Portfolio

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

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email