Bank Plus Wealth Management LLC Ishares Treasury Floating Rate Transaction History
Bank Plus Wealth Management LLC
- $170 Billion
- Q3 2025
A detailed history of Bank Plus Wealth Management LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 5,088 shares of TFLO stock, worth $256,944. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,088
Previous 5,033
1.09%
Holding current value
$256,944
Previous $255 Million
0.98%
% of portfolio
0.15%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding TFLO
# of Institutions
440Shares Held
110MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC25.4MShares$1.28 Billion7.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.18MShares$363 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.08MShares$307 Million0.11% of portfolio
-
Morgan Stanley New York, NY4.12MShares$208 Million0.01% of portfolio
-
Ubs Group Ag2.67MShares$135 Million0.02% of portfolio