Whalen Wealth Management Inc. FLOT Holdings History
Whalen Wealth Management Inc.'s iShares Floating Rate Bond ETF Holding Summary
As of 2025-03-31, Whalen Wealth Management Inc. held - shares of iShares Floating Rate Bond ETF(FLOT), totaling N/A. This investment constitutes 0% of their stock portfolio, and Whalen Wealth Management Inc. now holds 0% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.
The initial trade took place in 2024Q4. And since then Whalen Wealth Management Inc. has made 1 purchases of FLOT, at an average price of $50.93, for a total of 153,187.00 shares. In addition, there have been 1 sales at an average price of $50.99 for 153,187.00 shares. Based on historical transaction data and FLOT's current price of $51.02, Whalen Wealth Management Inc.'s estimated gain on his FLOT holdings is $9,191.22, reflecting a 0.12% gain to date.
Whalen Wealth Management Inc. FLOT ($51.02) Holding Chart
Whalen Wealth Management Inc. 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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