Quotient Wealth Partners, LLC Ishares Treasury Floating Rate Transaction History
Quotient Wealth Partners, LLC
- $3.65 Trillion
- Q3 2025
A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 4,679 shares of TFLO stock, worth $236,289. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,679
Previous 4,679
-0.0%
Holding current value
$236,289
Previous $237 Million
0.12%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding TFLO
# of Institutions
444Shares Held
111MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC25.4MShares$1.28 Billion7.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.18MShares$363 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.08MShares$307 Million0.11% of portfolio
-
Morgan Stanley New York, NY4.12MShares$208 Million0.01% of portfolio
-
Ubs Group Ag2.67MShares$135 Million0.02% of portfolio