Global Wealth Strategies & Associates Ishares Treasury Floating Rate Transaction History
Global Wealth Strategies & Associates
- $349 Billion
- Q2 2025
A detailed history of Global Wealth Strategies & Associates transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 3 shares of TFLO stock, worth $151. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3
Previous 4
25.0%
Holding current value
$151
Previous $203,000
25.12%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
445Shares Held
109MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC25.4MShares$1.28 Billion7.18% of portfolio
-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.08MShares$307 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.87MShares$196 Million0.01% of portfolio
-
Ubs Group Ag2.62MShares$132 Million0.03% of portfolio