Shared Vision Wealth Group LLC Ishares Treasury Floating Rate Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 9,372 shares of TFLO stock, worth $474,691. This represents 0.28% of its overall portfolio holdings.
Number of Shares
9,372
Previous 12,690
26.15%
Holding current value
$474,691
Previous $643 Million
26.18%
% of portfolio
0.28%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding TFLO
# of Institutions
435Shares Held
84.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.2MShares$314 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$257 Million0.14% of portfolio
-
Morgan Stanley New York, NY4.54MShares$230 Million0.02% of portfolio
-
Ubs Group Ag3.74MShares$189 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.16MShares$160 Million0.06% of portfolio