Copperleaf Capital, LLC Ishares Treasury Floating Rate Transaction History
Copperleaf Capital, LLC
- $123 Million
- Q4 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 6,673 shares of TFLO stock, worth $337,253. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,673
Previous 17,767
62.44%
Holding current value
$337,253
Previous $899,000
62.63%
% of portfolio
0.27%
Previous 0.78%
Shares
5 transactions
Others Institutions Holding TFLO
# of Institutions
444Shares Held
86.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.54MShares$330 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.27MShares$267 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.8MShares$192 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$141 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.65MShares$134 Million0.04% of portfolio