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Ishares Tr fltg rate nt shares owned by Legacy Wealth Planning

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

Historical chart of Legacy Wealth Planning 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 Legacy Wealth Planning 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 Legacy Wealth Planning

Quarter filed Position value Share count Share price at filing
2022-09-30 $207k 1.3k 164.68
2022-06-30 $257k 5.1k 50.01

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View all positions for Legacy Wealth Planning

Top funds holding Ishares Tr fltg rate nt

Bank of America Corporation
BlackRock
Morgan Stanley
Northern Trust
Franklin Resources
LPL Financial
New York Life Investment Management
UBS Group
Pnc Financial Services
Assetmark
Wells Fargo & Company
Glenview Trust
Envestnet Asset Management
Royal Bank of Canada
Ameriprise Financial

View all funds holding Ishares Tr fltg rate nt