Adams Wealth Management Ishares Treasury Floating Rate Transaction History
Adams Wealth Management
- $484 Million
- Q4 2024
A detailed history of Adams Wealth Management transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Adams Wealth Management holds 19,174 shares of TFLO stock, worth $969,629. This represents 0.2% of its overall portfolio holdings.
Number of Shares
19,174
Previous 5,574
243.99%
Holding current value
$969,629
Previous $282,000
242.91%
% of portfolio
0.2%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
432Shares Held
84.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.27MShares$267 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.8MShares$192 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$141 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.65MShares$134 Million0.04% of portfolio