A detailed history of Capstone Wealth Management Group, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 157,790 shares of TFLO stock, worth $7.95 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares
157,790
Previous 117,786 33.96%
Holding current value
$7.95 Million
Previous $5.97 Million 33.8%
% of portfolio
4.7%
Previous 3.88%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$50.42 - $50.66 $2.02 Million - $2.03 Million
40,004 Added 33.96%
157,790 $7.98 Million
Q2 2024

Aug 09, 2024

BUY
$50.44 - $50.7 $5.94 Million - $5.97 Million
117,786 New
117,786 $5.97 Million

Others Institutions Holding TFLO

About ISHARES TREASURY FLOATING RATE


  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
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