Baystate Wealth Management LLC Ishares Treasury Floating Rate Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Baystate Wealth Management LLC holds 18,449 shares of TFLO stock, worth $934,441. This represents 0.07% of its overall portfolio holdings.
Number of Shares
18,449
Previous 4,301
328.95%
Holding current value
$934,441
Previous $218,000
327.06%
% of portfolio
0.07%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
446Shares Held
86.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.27MShares$267 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.8MShares$193 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$142 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.65MShares$134 Million0.04% of portfolio