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Ishares Tr fltg rate nt shares owned by Lumature Wealth Partners

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

Historical chart of Lumature 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 Lumature 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 Lumature Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $34k 675 50.82
2023-03-31 $34k 675 50.39
2022-12-31 $210k 4.2k 50.33
2022-09-30 $497k 9.9k 50.26
2022-06-30 $5.6M 112k 49.92

More positions owned by Lumature Wealth Partners

Broadstone Net Lease (BNL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Owl Rock Capital Corporation (OBDC)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Core Msci Emkt (IEMG)

View all positions for Lumature Wealth Partners

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