Certus Wealth Management, LLC Ishares Treasury Floating Rate Transaction History

Certus Wealth Management, LLC

  • $127 Million
  • Q1 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Certus Wealth Management, LLC holds 25,663 shares of TFLO stock, worth $1.3 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
25,663
Previous 38,673 33.64%
Holding current value
$1.3 Million
Previous $1.95 Million 33.37%
% of portfolio
1.02%
Previous 1.66%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$50.47 - $50.7 $656,614 - $659,607
-13,010 Reduced 33.64%
25,663 $1.3 Million
Q4 2023

Feb 09, 2024
SELL
$50.37 - $50.75 $1,712 - $1,725
-34 Reduced 0.09%
38,673 $1.95 Million
Q3 2023

Nov 02, 2023
BUY
$50.46 - $50.74 $1.95 Million - $1.96 Million
38,707 New
38,707 $1.96 Million

Others Institutions Holding TFLO

# of Institutions
446
Shares Held
84.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TREASURY FLOATING RATE

TFLO Quotes by TradingView
  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
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