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Ishares Tr fltg rate nt shares owned by Legacy Capital Wealth Partners

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

Historical chart of Legacy Capital 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 Legacy Capital 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 Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 52k 51.04
2024-06-30 $3.6M 70k 51.09
2023-09-30 $3.5M 69k 50.89
2023-03-31 $2.4M 47k 50.39

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Gap (GAP)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
EOG Resources (EOG)
Ishares Tr Core Msci Eafe (IEFA)
Proshares Tr Ultrashrt S&p500 (SDS)
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)

View all positions for Legacy Capital Wealth Partners

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