One Ascent Wealth Management LLC Ishares Tr Fltg Rate Nt ETF Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
A detailed history of One Ascent Wealth Management LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 21,798 shares of FLOT stock, worth $1.11 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
21,798
Previous 12,600
73.0%
Holding current value
$1.11 Million
Previous $643,000
72.47%
% of portfolio
0.46%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding FLOT
# of Institutions
698Shares Held
136MCall Options Held
0Put Options Held
0-
Demars Financial Group, LLC38MShares$1.94 Billion24.07% of portfolio
-
Bank Of America Corp Charlotte, NC7.89MShares$403 Million0.03% of portfolio
-
Black Rock Inc. New York, NY4.82MShares$246 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.8MShares$245 Million0.02% of portfolio
-
Northern Trust Corp Chicago, IL4.08MShares$208 Million0.03% of portfolio