Number of Shares
159,686.00
Current Holdings Value*
$8.15 Mil
% of Portfolio
5.7%
Total Estimate Gain
$48,922.43
% of Total Estimate Gain
0.57%

HOGE FINANCIAL SERVICES, LLC's iShares Floating Rate Bond ETF Holding Summary

As of 2025-03-31, HOGE FINANCIAL SERVICES, LLC held 159,686.00 shares of iShares Floating Rate Bond ETF(FLOT), totaling $8.15 Mil. This investment constitutes 5.7% of their stock portfolio, and HOGE FINANCIAL SERVICES, LLC now holds 0.09% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.

The initial trade took place in 2023Q4. And since then HOGE FINANCIAL SERVICES, LLC has made 4 purchases of FLOT, at an average price of $50.74, for a total of 169,785.00 shares. In addition, there have been 1 sales at an average price of $50.88 for 10,099.00 shares. Based on historical transaction data and FLOT's current price of $51.04, HOGE FINANCIAL SERVICES, LLC's estimated gain on his FLOT holdings is $48,922.43, reflecting a 0.57% gain to date.

HOGE FINANCIAL SERVICES, LLC FLOT ($51.04) Holding Chart

HOGE FINANCIAL 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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