WEALTH MANAGEMENT RESOURCES, INC. FLOT Holdings History
WEALTH MANAGEMENT RESOURCES, INC.'s iShares Floating Rate Bond ETF Holding Summary
As of 2025-03-31, WEALTH MANAGEMENT RESOURCES, INC. held 36,884.00 shares of iShares Floating Rate Bond ETF(FLOT), totaling $1.88 Mil. This investment constitutes 0.68% of their stock portfolio, and WEALTH MANAGEMENT RESOURCES, INC. now holds 0.02% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.
The initial trade took place in 2021Q4. And since then WEALTH MANAGEMENT RESOURCES, INC. has made 7 purchases of FLOT, at an average price of $50.58, for a total of 183,338.00 shares. In addition, there have been 3 sales at an average price of $50.45 for 146,454.00 shares. Based on historical transaction data and FLOT's current price of $50.97, WEALTH MANAGEMENT RESOURCES, INC.'s estimated gain on his FLOT holdings is $-5,394.70, reflecting a -0.06% gain to date.
WEALTH MANAGEMENT RESOURCES, INC. FLOT ($50.97) Holding Chart
WEALTH MANAGEMENT RESOURCES, INC. FLOT ($50.97) 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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