Mowery & Schoenfeld Wealth Management, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 2024

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 42,540 shares of FLOT stock, worth $2.17 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares
42,540
Previous 107,586 60.46%
Holding current value
$2.17 Million
Previous $5.5 Billion 60.5%
% of portfolio
3.43%
Previous 7.89%

Shares

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

Oct 22, 2024
SELL
$50.63 - $51.11 $3.29 Million - $3.32 Million
-65,046 Reduced 60.46%
42,540 $2.17 Billion
Q2 2024

Aug 14, 2024
BUY
$50.82 - $51.15 $1.11 Million - $1.12 Million
21,907 Added 25.57%
107,586 $5.5 Billion
Q1 2024

May 14, 2024
SELL
$50.64 - $51.08 $944,537 - $952,744
-18,652 Reduced 17.88%
85,679 $4.37 Billion
Q4 2023

May 14, 2024
BUY
$50.48 - $50.89 $5.27 Million - $5.31 Million
104,331 New
104,331 $5.28 Billion

Others Institutions Holding FLOT

# of Institutions
649
Shares Held
99.3M
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
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