Alliance Wealth Management Group FLOT Holdings History
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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