Copia Wealth Management Ishares Treasury Floating Rate Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Copia Wealth Management holds 9,440 shares of TFLO stock, worth $477,947. This represents 0.44% of its overall portfolio holdings.
Number of Shares
9,440
Previous 11,043
14.52%
Holding current value
$477,947
Previous $557 Million
14.19%
% of portfolio
0.44%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
441Shares Held
87.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.27MShares$267 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.8MShares$193 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$142 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.65MShares$134 Million0.04% of portfolio