Strait & Sound Wealth Management LLC Ishares Treasury Floating Rate Transaction History
Strait & Sound Wealth Management LLC
- $206 Billion
- Q3 2024
A detailed history of Strait & Sound Wealth Management LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 15,782 shares of TFLO stock, worth $798,569. This represents 0.39% of its overall portfolio holdings.
Number of Shares
15,782
Previous 5,513
186.27%
Holding current value
$798,569
Previous $279 Million
185.93%
% of portfolio
0.39%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
411Shares Held
84.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.27MShares$317 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$283 Million0.13% of portfolio
-
Morgan Stanley New York, NY3.98MShares$201 Million0.01% of portfolio
-
Ubs Group Ag3.57MShares$181 Million0.04% of portfolio
-
Envestnet Asset Management Inc3.16MShares$160 Million0.05% of portfolio