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Ishares Tr fltg rate nt shares owned by Oak Point Wealth Management

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

Historical chart of Oak Point 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 Oak Point 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 Oak Point Wealth Management

Quarter filed Position value Share count Share price at filing
2018-03-31 $1.4M 27k 50.89
2017-12-31 $1.5M 29k 51.01

More positions owned by Oak Point Wealth Management

iShares S&P 1500 Index Fund (ITOT)
iShares S&P 500 Index (IVV)
Powershares Exchange
SPDR S&P Dividend (SDY)
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Fs Investment Corporation
Nuveen Barclays Shrt Term Muni bdfund (SHM)
Ishares Inc msci world idx (URTH)
Legg Mason Etf Equity Tr low divi etf (LVHD)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
WisdomTree LargeCap Dividend Fund (DLN)
WisdomTree Emerging Markets Eq (DEM)
Ishares Tr core tl usd bd (IUSB)
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf

View all positions for Oak Point Wealth Management

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