Kiely Wealth Advisory Group, Inc. Ishares Treasury Floating Rate Transaction History
Kiely Wealth Advisory Group, Inc.
- $158 Billion
- Q3 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 220,720 shares of TFLO stock, worth $11.2 Million. This represents 7.06% of its overall portfolio holdings.
Number of Shares
220,720
Previous 429,398
48.6%
Holding current value
$11.2 Million
Previous $21.7 Billion
48.58%
% of portfolio
7.06%
Previous 11.94%
Shares
4 transactions
Others Institutions Holding TFLO
# of Institutions
407Shares Held
83.9MCall 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$282 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