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Ishares Tr fltg rate nt shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & 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 Spartan Planning & 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 Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $152 3 50.67
2023-09-30 $2.6M 52k 50.89
2022-12-31 $150 3 50.33
2022-09-30 $0 3 0.00
2022-06-30 $0 3 0.00
2022-03-31 $133k 2.6k 50.55

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Ishares Tr Us Treas Bd Etf (GOVT)
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Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
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NVIDIA Corporation (NVDA)
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View all positions for Spartan Planning & Wealth Management

Top funds holding Ishares Tr fltg rate nt

Bank of America Corporation
Franklin Resources
UBS Group
New York Life Investment Management
Assetmark
Wells Fargo & Company
Pnc Financial Services
Glenview Trust
Royal Bank of Canada
Haverford Trust Company
Davenport & Co
Jpmorgan Chase & Co
Putnam Fl Investment Management
Advisor Group Holdings
Advocacy Wealth Management Services

View all funds holding Ishares Tr fltg rate nt