Number of Shares
240,784.00
Current Holdings Value*
$12.29 Mil
% of Portfolio
3.31%
Total Estimate Gain
$131,133.75
% of Total Estimate Gain
0.91%

Alliance Wealth Management Group's iShares Floating Rate Bond ETF Holding Summary

As of 2025-03-31, Alliance Wealth Management Group held 240,784.00 shares of iShares Floating Rate Bond ETF(FLOT), totaling $12.29 Mil. This investment constitutes 3.31% of their stock portfolio, and Alliance Wealth Management Group now holds 0.14% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.

The initial trade took place in 2018Q2. And since then Alliance Wealth Management Group has made 20 purchases of FLOT, at an average price of $50.45, for a total of 285,109.00 shares. In addition, there have been 7 sales at an average price of $50.24 for 44,325.00 shares. Based on historical transaction data and FLOT's current price of $51.04, Alliance Wealth Management Group's estimated gain on his FLOT holdings is $131,133.75, reflecting a 0.91% gain to date.

Alliance Wealth Management Group FLOT ($51.04) Holding Chart

Alliance Wealth Management Group FLOT ($51.04) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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