Sigma Planning Corp FLOT Holdings History

Number of Shares
351,431.00
Current Holdings Value*
$17.94 Mil
% of Portfolio
0.57%
Total Estimate Gain
$-30,581.68
% of Total Estimate Gain
-0.06%

Sigma Planning Corp's iShares Floating Rate Bond ETF Holding Summary

As of 2025-03-31, Sigma Planning Corp held 351,431.00 shares of iShares Floating Rate Bond ETF(FLOT), totaling $17.94 Mil. This investment constitutes 0.57% of their stock portfolio, and Sigma Planning Corp now holds 0.2% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.

The initial trade took place in 2018Q2. And since then Sigma Planning Corp has made 10 purchases of FLOT, at an average price of $50.75, for a total of 1.07 Mil shares. In addition, there have been 18 sales at an average price of $50.64 for 715,057.00 shares. Based on historical transaction data and FLOT's current price of $50.89, Sigma Planning Corp's estimated gain on his FLOT holdings is $-30,581.68, reflecting a -0.06% gain to date.

Sigma Planning Corp FLOT ($50.89) Holding Chart

Sigma Planning Corp FLOT ($50.89) 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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