Able Wealth Management LLC Ishares Treasury Floating Rate Transaction History
Able Wealth Management LLC
- $132 Billion
- Q3 2024
A detailed history of Able Wealth Management LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Able Wealth Management LLC holds 37,675 shares of TFLO stock, worth $1.9 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
37,675
Previous 44,630
15.58%
Holding current value
$1.9 Million
Previous $2.26 Billion
15.68%
% of portfolio
1.45%
Previous 1.86%
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$317 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$181 Million0.04% of portfolio
-
Envestnet Asset Management Inc3.16MShares$160 Million0.05% of portfolio