Beam Wealth Advisors, Inc. Ishares Treasury Floating Rate Transaction History
Beam Wealth Advisors, Inc.
- $306 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding TFLO
# of Institutions
444Shares 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$267 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