Adams Wealth Management Ishares Treasury Floating Rate Transaction History
Adams Wealth Management
- $458 Million
- Q1 2025
A detailed history of Adams Wealth Management transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Adams Wealth Management holds 24,009 shares of TFLO stock, worth $1.22 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
24,009
Previous 19,174
25.22%
Holding current value
$1.22 Million
Previous $967,000
25.75%
% of portfolio
0.27%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding TFLO
# of Institutions
438Shares Held
87.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.25MShares$317 Million0.13% of portfolio
-
Morgan Stanley New York, NY3.87MShares$196 Million0.01% of portfolio
-
Ubs Group Ag2.62MShares$133 Million0.03% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny2.27MShares$115 Million0.18% of portfolio