Alterna Wealth Management, Inc Ishares Treasury Floating Rate Transaction History
Alterna Wealth Management, Inc
- $108 Million
- Q3 2024
A detailed history of Alterna Wealth Management, Inc transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 3,990 shares of TFLO stock, worth $201,574. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,990
Previous 8,770
54.5%
Holding current value
$201,574
Previous $444,000
54.73%
% of portfolio
0.19%
Previous 0.4%
Shares
5 transactions
Others Institutions Holding TFLO
# of Institutions
407Shares Held
83.9MCall 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