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 $478,230. This represents 0.44% of its overall portfolio holdings.

Number of Shares
9,440
Previous 11,043 14.52%
Holding current value
$478,230
Previous $557 Million 14.19%
% of portfolio
0.44%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$50.48 - $50.68 $80,919 - $81,240
-1,603 Reduced 14.52%
9,440 $478 Million
Q4 2024

Mar 06, 2025
BUY
$50.37 - $50.63 $556,235 - $559,107
11,043 New
11,043 $557 Million

Others Institutions Holding TFLO

# of Institutions
438
Shares Held
87.1M
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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