Root Financial Partners, LLC Ishares Treasury Floating Rate Transaction History
Root Financial Partners, LLC
- $1.62 Trillion
- Q3 2025
A detailed history of Root Financial Partners, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Root Financial Partners, LLC holds 185 shares of TFLO stock, worth $9,333. This represents 0.0% of its overall portfolio holdings.
Number of Shares
185Holding current value
$9,333% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding TFLO
# of Institutions
443Shares Held
108MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC25.4MShares$1.28 Billion7.18% of portfolio
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Bank Of America Corp Charlotte, NC7.18MShares$362 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC6.08MShares$307 Million0.11% of portfolio
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Morgan Stanley New York, NY4.12MShares$208 Million0.01% of portfolio
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Ubs Group Ag2.67MShares$135 Million0.02% of portfolio