Aj Wealth Strategies, LLC Ishares Treasury Floating Rate Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 650,880 shares of TFLO stock, worth $33 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
650,880
Previous 786,848
17.28%
Holding current value
$33 Million
Previous $39.8 Million
17.15%
% of portfolio
1.59%
Previous 2.08%
Shares
4 transactions
Others Institutions Holding TFLO
# of Institutions
447Shares Held
87.9MCall 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$316 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