Divergent Wealth Advisors Ishares Treasury Floating Rate Transaction History
Divergent Wealth Advisors
- $546 Million
- Q3 2024
A detailed history of Divergent Wealth Advisors transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Divergent Wealth Advisors holds 458,831 shares of TFLO stock, worth $23.2 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
458,831
Previous 438,780
4.57%
Holding current value
$23.2 Million
Previous $22.2 Million
4.44%
% of portfolio
4.25%
Previous 4.3%
Shares
8 transactions
Others Institutions Holding TFLO
# of Institutions
446Shares Held
82.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.76MShares$341 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.33MShares$320 Million0.1% of portfolio
-
Morgan Stanley New York, NY3.92MShares$198 Million0.01% of portfolio
-
Ubs Group Ag2.53MShares$128 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.35MShares$119 Million0.04% of portfolio