Lenox Wealth Management, Inc. FLOT Holdings History
Lenox Wealth Management, Inc.'s iShares Floating Rate Bond ETF Holding Summary
As of 2020-06-30, Lenox Wealth Management, Inc. held 147,590.00 shares of iShares Floating Rate Bond ETF(FLOT), totaling $7.47 Mil. This investment constitutes 2.33% of their stock portfolio, and Lenox Wealth Management, Inc. now holds 0.08% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.
The initial trade took place in 2018Q3. And since then Lenox Wealth Management, Inc. has made 6 purchases of FLOT, at an average price of $50.67, for a total of 288,681.00 shares. In addition, there have been 1 sales at an average price of $49.90 for 141,091.00 shares. Based on historical transaction data and FLOT's current price of $51.04, Lenox Wealth Management, Inc.'s estimated gain on his FLOT holdings is $-53,389.70, reflecting a -0.37% gain to date.
Lenox Wealth Management, Inc. FLOT ($51.04) Holding Chart
Lenox Wealth Management, Inc. 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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