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Ishares Tr fltg rate nt shares owned by Kiely Wealth Advisory Group

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

Historical chart of Kiely Wealth Advisory Group 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 Kiely Wealth Advisory Group 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 Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.5k 167 50.95
2024-06-30 $8.5k 167 50.79

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Etf (RSP)
Vanguard Mid Cap Etf Etf (VO)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Vanguard S&p 500 Etf Etf (VOO)
Ishares High Yield Corporat Bond Etf Etf (SHYG)
Boston Scientific Corp Equity (BSV)
Vanguard Russell 2000 Etf Etf (VTWO)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)
Vanguard Mid Cap Value Etf Etf (VOE)
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Equity (TSM)

View all positions for Kiely Wealth Advisory Group

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