TRUE Private Wealth Advisors FLOT Holdings History
TRUE Private Wealth Advisors's iShares Floating Rate Bond ETF Holding Summary
As of 2025-03-31, TRUE Private Wealth Advisors held 879,848.00 shares of iShares Floating Rate Bond ETF(FLOT), totaling $44.92 Mil. This investment constitutes 5.46% of their stock portfolio, and TRUE Private Wealth Advisors now holds 0.51% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.
The initial trade took place in 2019Q2. And since then TRUE Private Wealth Advisors has made 8 purchases of FLOT, at an average price of $50.80, for a total of 1.21 Mil shares. In addition, there have been 4 sales at an average price of $50.90 for 333,556.00 shares. Based on historical transaction data and FLOT's current price of $51.02, TRUE Private Wealth Advisors's estimated gain on his FLOT holdings is $222,941.48, reflecting a 0.36% gain to date.
TRUE Private Wealth Advisors FLOT ($51.02) Holding Chart
TRUE Private Wealth Advisors 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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