Copperleaf Capital, LLC Ishares Treasury Floating Rate Transaction History
Copperleaf Capital, LLC
- $115 Million
- Q3 2024
A detailed history of Copperleaf Capital, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Copperleaf Capital, LLC holds 17,767 shares of TFLO stock, worth $897,588. This represents 0.78% of its overall portfolio holdings.
Number of Shares
17,767
Previous 17,759
0.05%
Holding current value
$897,588
Previous $899,000
-0.0%
% of portfolio
0.78%
Previous 0.82%
Shares
4 transactions
Others Institutions Holding TFLO
# of Institutions
407Shares Held
83.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.27MShares$317 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$282 Million0.13% of portfolio
-
Morgan Stanley New York, NY3.98MShares$201 Million0.01% of portfolio
-
Ubs Group Ag3.57MShares$181 Million0.04% of portfolio
-
Envestnet Asset Management Inc3.16MShares$160 Million0.05% of portfolio