Axxcess Wealth Management, LLC Ishares Treasury Floating Rate Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 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 1,208,755 shares of TFLO stock, worth $61.1 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
1,208,755
Previous 1,185,988
1.92%
Holding current value
$61.1 Million
Previous $60 Million
1.66%
% of portfolio
1.54%
Previous 1.54%
Shares
6 transactions
Others Institutions Holding TFLO
# of Institutions
442Shares Held
86.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.54MShares$330 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.27MShares$266 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