Able Wealth Management LLC Ishares Treasury Floating Rate Transaction History
Able Wealth Management LLC
- $198 Billion
- Q2 2025
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 12,099 shares of TFLO stock, worth $611,362. This represents 0.31% of its overall portfolio holdings.
Number of Shares
12,099
Previous 23,239
47.94%
Holding current value
$611,362
Previous $1.18 Billion
47.95%
% of portfolio
0.31%
Previous 0.69%
Shares
7 transactions
Others Institutions Holding TFLO
# of Institutions
448Shares Held
112MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC25.4MShares$1.28 Billion7.18% of portfolio
-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.08MShares$307 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.87MShares$196 Million0.01% of portfolio
-
Ubs Group Ag2.62MShares$132 Million0.03% of portfolio