Capital A Wealth Management, LLC Ishares Treasury Floating Rate Transaction History
Capital A Wealth Management, LLC
- $8.94 Billion
- Q2 2025
A detailed history of Capital A Wealth Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 64 shares of TFLO stock, worth $3,228. This represents 0.04% of its overall portfolio holdings.
Number of Shares
64Holding current value
$3,228% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding TFLO
# of Institutions
441Shares Held
109MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC25.4MShares$1.28 Billion7.18% of portfolio
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Bank Of America Corp Charlotte, NC7.18MShares$362 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC6.08MShares$307 Million0.11% of portfolio
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Morgan Stanley New York, NY4.12MShares$208 Million0.01% of portfolio
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Ubs Group Ag2.67MShares$135 Million0.02% of portfolio