Axxcess Wealth Management, LLC Ishares Treasury Floating Rate Transaction History

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 1,072,050 shares of TFLO stock, worth $54.2 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
1,072,050
Previous 1,001,368 7.06%
Holding current value
$54.2 Million
Previous $50.8 Million 7.0%
% of portfolio
1.51%
Previous 1.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$50.44 - $50.7 $3.57 Million - $3.58 Million
70,682 Added 7.06%
1,072,050 $54.3 Million
Q1 2024

May 14, 2024
BUY
$50.47 - $50.7 $2.42 Million - $2.44 Million
48,040 Added 5.04%
1,001,368 $50.8 Million
Q4 2023

Feb 06, 2024
BUY
$50.37 - $50.75 $15.8 Million - $15.9 Million
312,791 Added 48.83%
953,328 $48.1 Million
Q3 2023

Nov 14, 2023
BUY
$50.46 - $50.74 $32.3 Million - $32.5 Million
640,537 New
640,537 $32.5 Million

Others Institutions Holding TFLO

# of Institutions
434
Shares Held
85.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TREASURY FLOATING RATE

TFLO Quotes by TradingView
  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email