Number of Shares
74,397.00
Current Holdings Value*
$3.80 Mil
% of Portfolio
2.94%
Total Estimate Gain
$19,957.73
% of Total Estimate Gain
0.53%

Darden Wealth Group Inc's iShares Floating Rate Bond ETF Holding Summary

As of 2025-03-31, Darden Wealth Group Inc held 74,397.00 shares of iShares Floating Rate Bond ETF(FLOT), totaling $3.80 Mil. This investment constitutes 2.94% of their stock portfolio, and Darden Wealth Group Inc now holds 0.04% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.

The initial trade took place in 2023Q4. And since then Darden Wealth Group Inc has made 3 purchases of FLOT, at an average price of $50.75, for a total of 74,831.00 shares. In addition, there have been 2 sales at an average price of $50.95 for 434.00 shares. Based on historical transaction data and FLOT's current price of $51.02, Darden Wealth Group Inc's estimated gain on his FLOT holdings is $19,957.73, reflecting a 0.53% gain to date.

Darden Wealth Group Inc FLOT ($51.02) Holding Chart

Darden Wealth Group Inc FLOT ($51.02) 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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