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Ishares Tr fltg rate nt shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management 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 Diversify Wealth Management 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $305k 6.0k 50.99
2024-06-30 $252k 5.0k 50.63

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Diversify Wealth Management

Top funds holding Ishares Tr fltg rate nt

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

View all funds holding Ishares Tr fltg rate nt