Core Wealth Partners LLC Ishares Treasury Floating Rate Transaction History
Core Wealth Partners LLC
- $132 Billion
- Q1 2024
A detailed history of Core Wealth Partners LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Core Wealth Partners LLC holds 14,882 shares of TFLO stock, worth $751,392. This represents 0.57% of its overall portfolio holdings.
Number of Shares
14,882
Previous 15,882
6.3%
Holding current value
$751,392
Previous $802 Million
5.89%
% of portfolio
0.57%
Previous 0.66%
Shares
6 transactions
Others Institutions Holding TFLO
# of Institutions
446Shares Held
84.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.2MShares$313 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$256 Million0.14% of portfolio
-
Morgan Stanley New York, NY4.54MShares$229 Million0.02% of portfolio
-
Ubs Group Ag3.74MShares$189 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.16MShares$159 Million0.06% of portfolio