Creative One Wealth, LLC Ishares Treasury Floating Rate Transaction History
Creative One Wealth, LLC
- $1.97 Billion
- Q2 2024
A detailed history of Creative One Wealth, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Creative One Wealth, LLC holds 112,697 shares of TFLO stock, worth $5.7 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
112,697
Previous 88,373
27.52%
Holding current value
$5.7 Million
Previous $4.48 Million
27.43%
% of portfolio
0.29%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding TFLO
# of Institutions
434Shares Held
85.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.09MShares$308 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.69MShares$288 Million0.15% of portfolio
-
Morgan Stanley New York, NY3.98MShares$201 Million0.02% of portfolio
-
Ubs Group Ag3.74MShares$189 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.52MShares$178 Million0.06% of portfolio