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Ishares Tr fltg rate nt shares owned by Invenio Wealth Partners

Quarter-by-quarter ownership of Ishares Tr fltg rate nt (FLOT) shares owned by Invenio Wealth Partners from 13F filings

Historical chart of Invenio Wealth Partners investment in Ishares Tr fltg rate nt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fltg rate nt held by Invenio Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fltg rate nt by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $219k 4.3k 50.62
2023-09-30 $285k 5.6k 50.89

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)
Spdr S&p 500 Etf Trust Etf (SPY)
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (WFHY)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Ishares National Muni Bond Etf Etf (MUB)
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)
Apple Stock (AAPL)
Jpmorgan Municipal Etf Etf (JMUB)
Microsoft Corp Stock (MSFT)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)

View all positions for Invenio Wealth Partners

Top funds holding Ishares Tr fltg rate nt

Bank of America Corporation
Franklin Resources
UBS Group
New York Life Investment Management
Wells Fargo & Company
Assetmark
Pnc Financial Services
Glenview Trust
Royal Bank of Canada
Haverford Trust Company
Davenport & Co
Jpmorgan Chase & Co
Putnam Fl Investment Management
Advisor Group Holdings
Advocacy Wealth Management Services

View all funds holding Ishares Tr fltg rate nt