Creative Planning Ishares Treasury Floating Rate Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Creative Planning holds 337,510 shares of TFLO stock, worth $17.1 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
337,510
Previous 304,593
10.81%
Holding current value
$17.1 Million
Previous $15.4 Million
10.78%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding TFLO
# of Institutions
445Shares Held
109MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC25.4MShares$1.28 Billion7.18% of portfolio
-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.08MShares$307 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.87MShares$196 Million0.01% of portfolio
-
Ubs Group Ag2.62MShares$132 Million0.03% of portfolio