Atria Wealth Solutions, Inc. Ishares Treasury Floating Rate Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 73,873 shares of TFLO stock, worth $3.74 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

73,873

Previous 301,609 75.51%

Holding current value

$3.74 Million

Previous $15.2 Million 75.42%

% of portfolio

0.05%

Previous 0.17%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$50.48 - $50.68 $11.5 Million - $11.5 Million	-227,736 Reduced 75.51%	73,873 $3.74 Million
Q4 2024 Jan 31, 2025	BUY	$50.37 - $50.63 $2.07 Million - $2.08 Million	41,007 Added 15.74%	301,609 $15.2 Million
Q3 2024 Nov 08, 2024	SELL	$50.42 - $50.66 $42,655 - $42,858	-846 Reduced 0.32%	260,602 $13.2 Million
Q2 2024 Jul 22, 2024	SELL	$50.44 - $50.7 $4.99 Million - $5.02 Million	-98,972 Reduced 27.46%	261,448 $13.2 Million
Q1 2024 May 13, 2024	SELL	$50.47 - $50.7 $15.5 Million - $15.5 Million	-306,260 Reduced 45.94%	360,420 $18.3 Million
Q4 2023 Feb 02, 2024	SELL	$50.37 - $50.75 $154,686 - $155,853	-3,071 Reduced 0.46%	666,680 $33.6 Million
Q3 2023 Nov 08, 2023	BUY	$50.46 - $50.74 $17.7 Million - $17.8 Million	351,224 Added 110.27%	669,751 $34 Million
Q2 2023 Aug 03, 2023	BUY	$50.42 - $50.67 $12 Million - $12.1 Million	237,971 Added 295.41%	318,527 $16.1 Million
Q1 2023 Aug 22, 2023	SELL	$50.39 - $50.59 $706,770 - $709,575	-14,026 Reduced 4.4%	304,501 $15.4 Million
Q1 2023 Jun 14, 2023	SELL	$50.39 - $50.59 $11.3 Million - $11.3 Million	-223,945 Reduced 73.54%	80,556 $4.08 Million
Q1 2023 May 10, 2023	BUY	$50.39 - $50.59 $11.3 Million - $11.3 Million	223,945 Added 278.0%	304,501 $15.4 Million
Q4 2022 Aug 30, 2023	SELL	$50.3 - $50.53 $12 Million - $12 Million	-237,971 Reduced 74.71%	80,556 $4.06 Million
Q4 2022 Feb 13, 2023	BUY	$50.3 - $50.53 $242,093 - $243,200	4,813 Added 6.35%	80,556 $4.06 Million
Q3 2022 Nov 14, 2022	BUY	$50.35 - $50.51 $2.78 Million - $2.79 Million	55,179 Added 268.33%	75,743 $3.83 Million
Q2 2022 Aug 15, 2022	BUY	$50.33 - $50.44 $735,623 - $737,231	14,616 Added 245.73%	20,564 $1.04 Million
Q1 2022 May 16, 2022	BUY	$50.26 - $50.34 $298,946 - $299,422	5,948 New	5,948 $299,000

Others Institutions Holding TFLO

# of Institutions

438

Shares Held

87.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TREASURY FLOATING RATE

Ticker TFLO
Sector ETFs
Industry ETFs

More about TFLO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Ishares Treasury Floating Rate Transaction History