TRUE Private Wealth Advisors »

Ishares Tr fltg rate nt shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr fltg rate nt by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $42M 817k 51.06
2023-12-31 $41M 816k 50.62
2023-09-30 $30M 581k 50.89
2020-03-31 $24k 496 48.39
2019-12-31 $629k 12k 50.86
2019-09-30 $610k 12k 50.96
2019-06-30 $559k 11k 50.87

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Pfd And Incm Sec (PFF)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Agency Bond Etf (AGZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)

View all positions for TRUE Private Wealth Advisors

Top funds holding Ishares Tr fltg rate nt

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

View all funds holding Ishares Tr fltg rate nt