Moulton Wealth Management, Inc Ishares Tr Fltg Rate Nt ETF Transaction History
Moulton Wealth Management, Inc
- $131 Million
- Q1 2025
A detailed history of Moulton Wealth Management, Inc transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 213,726 shares of FLOT stock, worth $10.8 Million. This represents 8.35% of its overall portfolio holdings.
Number of Shares
213,726
Previous 138,651
54.15%
Holding current value
$10.8 Million
Previous $7.05 Million
54.66%
% of portfolio
8.35%
Previous 5.48%
Shares
2 transactions
Others Institutions Holding FLOT
# of Institutions
704Shares Held
139MCall Options Held
0Put Options Held
0-
Demars Financial Group, LLC39.5MShares$2 Billion22.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.89MShares$400 Million0.03% of portfolio
-
Black Rock Inc. New York, NY4.82MShares$245 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.8MShares$244 Million0.02% of portfolio
-
Northern Trust Corp Chicago, IL4.08MShares$207 Million0.03% of portfolio