A detailed history of Optivise Advisory Services LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 4,338 shares of FLOT stock, worth $221,107. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,338
Previous 4,891 11.31%
Holding current value
$221,107
Previous $250 Million 11.18%
% of portfolio
0.13%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025

SELL
$50.82 - $51.09 $28,103 - $28,252
-553 Reduced 11.31%
4,338 $222 Million
Q2 2025

Aug 05, 2025

BUY
$50.1 - $51.02 $15,581 - $15,867
311 Added 6.79%
4,891 $250 Million
Q1 2025

Apr 18, 2025

BUY
$50.87 - $51.09 $232,984 - $233,992
4,580 New
4,580 $234 Million

Others Institutions Holding FLOT

About ISHARES TR FLTG RATE NT ETF


  • Ticker FLOT
  • Sector ETFs
  • Industry ETFs
More about FLOT
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services 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 Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.