Robinson Smith Wealth Advisors LLC Ishares Treasury Floating Rate Transaction History
Robinson Smith Wealth Advisors LLC
- $118 Billion
- Q3 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 76,795 shares of TFLO stock, worth $3.87 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
76,795
Previous 111,815
31.32%
Holding current value
$3.87 Million
Previous $5.66 Billion
31.4%
% of portfolio
3.3%
Previous 4.99%
Shares
4 transactions
Others Institutions Holding TFLO
# of Institutions
411Shares Held
84.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.27MShares$316 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$180 Million0.04% of portfolio
-
Envestnet Asset Management Inc3.16MShares$159 Million0.05% of portfolio