Number of Shares
128,813.00
Current Holdings Value*
$6.57 Mil
% of Portfolio
2.44%
Total Estimate Gain
$32,403.83
% of Total Estimate Gain
0.31%

MONUMENTAL FINANCIAL GROUP INC.'s iShares Floating Rate Bond ETF Holding Summary

As of 2024-09-30, MONUMENTAL FINANCIAL GROUP INC. held 128,813.00 shares of iShares Floating Rate Bond ETF(FLOT), totaling $6.57 Mil. This investment constitutes 2.44% of their stock portfolio, and MONUMENTAL FINANCIAL GROUP INC. now holds 0.09% of the outstanding iShares Floating Rate Bond ETF(FLOT) stock.

The initial trade took place in 2022Q2. And since then MONUMENTAL FINANCIAL GROUP INC. has made 7 purchases of FLOT, at an average price of $50.73, for a total of 203,441.00 shares. In addition, there have been 3 sales at an average price of $50.91 for 74,628.00 shares. Based on historical transaction data and FLOT's current price of $50.88, MONUMENTAL FINANCIAL GROUP INC.'s estimated gain on his FLOT holdings is $32,403.83, reflecting a 0.31% gain to date.

MONUMENTAL FINANCIAL GROUP INC. FLOT ($50.88) Holding Chart

MONUMENTAL FINANCIAL GROUP INC. FLOT ($50.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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