Wr Wealth Planners, LLC Ishares Treasury Floating Rate Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 5,763 shares of TFLO stock, worth $291,146. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,763
Previous 6,500
11.34%
Holding current value
$291,146
Previous $329,000
11.55%
% of portfolio
0.09%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding TFLO
# of Institutions
434Shares Held
85.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.09MShares$308 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.69MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY3.98MShares$201 Million0.02% of portfolio
-
Ubs Group Ag3.74MShares$189 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.52MShares$178 Million0.06% of portfolio