Copia Wealth Management Ishares Treasury Floating Rate Transaction History
Copia Wealth Management
- $105 Billion
- Q4 2024
A detailed history of Copia Wealth Management transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Copia Wealth Management holds 11,043 shares of TFLO stock, worth $559,327. This represents 0.53% of its overall portfolio holdings.
Number of Shares
11,043Holding current value
$559,327% of portfolio
0.53%Shares
1 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
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Lpl Financial LLC Fort Mill, SC5.27MShares$267 Million0.11% of portfolio
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Morgan Stanley New York, NY3.8MShares$193 Million0.01% of portfolio
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Ubs Group Ag2.8MShares$142 Million0.03% of portfolio
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Envestnet Asset Management Inc2.65MShares$134 Million0.04% of portfolio