Insight Wealth Strategies, LLC Ishares Treasury Floating Rate Transaction History
Insight Wealth Strategies, LLC
- $699 Million
- Q2 2024
A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 227,083 shares of TFLO stock, worth $11.5 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
227,083Holding current value
$11.5 Million% of portfolio
1.65%Shares
1 transactions
Others Institutions Holding TFLO
# of Institutions
433Shares Held
85.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.09MShares$307 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.69MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY3.98MShares$201 Million0.02% of portfolio
-
Ubs Group Ag3.74MShares$188 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.52MShares$177 Million0.06% of portfolio