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 $931,674. This represents 0.07% of its overall portfolio holdings.
Number of Shares
18,449
Previous 4,301
328.95%
Holding current value
$931,674
Previous $218,000
327.06%
% of portfolio
0.07%
Previous 0.02%
Shares
2 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