Capital Advisory Group Advisory Services, LLC FLOT Holdings History
Capital Advisory Group Advisory Services, LLC's iShares Floating Rate Bond ETF Holding Summary
As of 2025-06-30, Capital Advisory Group Advisory Services, LLC held 138,293.00 shares of iShares Floating Rate Bond ETF(FLOT), totaling $7.06 Mil. This investment constitutes 2.54% of their stock portfolio, and Capital Advisory Group Advisory Services, LLC now holds 0.08% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.
The initial trade took place in 2018Q2. And since then Capital Advisory Group Advisory Services, LLC has made 11 purchases of FLOT, at an average price of $49.01, for a total of 543,052.00 shares. In addition, there have been 16 sales at an average price of $49.51 for 404,759.00 shares. Based on historical transaction data and FLOT's current price of $51.04, Capital Advisory Group Advisory Services, LLC's estimated gain on his FLOT holdings is $482,650.07, reflecting a 1.81% gain to date.
Capital Advisory Group Advisory Services, LLC FLOT ($51.04) Holding Chart
Capital Advisory Group Advisory Services, LLC 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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