Palo Alto Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History
Palo Alto Wealth Advisors, LLC
- $142 Billion
- Q1 2024
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 47,193 shares of TFLO stock, worth $2.39 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
47,193
Previous 15,525
203.98%
Holding current value
$2.39 Million
Previous $784 Million
205.3%
% of portfolio
1.69%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
435Shares Held
84.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.2MShares$314 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$257 Million0.14% of portfolio
-
Morgan Stanley New York, NY4.54MShares$230 Million0.02% of portfolio
-
Ubs Group Ag3.74MShares$189 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.16MShares$160 Million0.06% of portfolio