WealthTrust Asset Management, LLC FLOT Holdings History
WealthTrust Asset Management, LLC's iShares Floating Rate Bond ETF Holding Summary
As of 2025-03-31, WealthTrust Asset Management, LLC held 103,433.00 shares of iShares Floating Rate Bond ETF(FLOT), totaling $5.28 Mil. This investment constitutes 3.91% of their stock portfolio, and WealthTrust Asset Management, LLC now holds 0.06% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.
The initial trade took place in 2023Q3. And since then WealthTrust Asset Management, LLC has made 5 purchases of FLOT, at an average price of $50.80, for a total of 201,841.00 shares. In addition, there have been 2 sales at an average price of $50.98 for 98,408.00 shares. Based on historical transaction data and FLOT's current price of $51.05, WealthTrust Asset Management, LLC's estimated gain on his FLOT holdings is $43,073.18, reflecting a 0.42% gain to date.
WealthTrust Asset Management, LLC FLOT ($51.05) Holding Chart
WealthTrust Asset Management, LLC FLOT ($51.05) 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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