A detailed history of Optivise Advisory Services LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Optivise Advisory Services LLC holds 671,396 shares of TFLO stock, worth $33.8 Million. This represents 17.88% of its overall portfolio holdings.

Number of Shares
671,396
Holding current value
$33.8 Million
% of portfolio
17.88%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$50.42 - $50.66 $33.9 Million - $34 Million
671,396 New
671,396 $34 Billion
Q2 2024

Nov 14, 2024

SELL
$50.44 - $50.7 $12 Million - $12.1 Million
-237,991 Reduced 35.45%
433,405 $22 Billion

Others Institutions Holding TFLO

About ISHARES TREASURY FLOATING RATE


  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.