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Ishares Tr fltg rate nt shares owned by Clear Point Advisors

Quarter-by-quarter ownership of Ishares Tr fltg rate nt (FLOT) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point Advisors 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 Clear Point Advisors 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $44k 859 51.03
2024-06-30 $43k 846 51.09
2024-03-31 $1.2M 24k 51.06
2023-12-31 $1.2M 24k 50.62

More positions owned by Clear Point Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Graniteshares Gold Tr Shs Ben Int (BAR)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Clear Point Advisors

Top funds holding Ishares Tr fltg rate nt

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

View all funds holding Ishares Tr fltg rate nt