Elmwood Wealth Management, Inc. Ishares Treasury Floating Rate Transaction History
Elmwood Wealth Management, Inc.
- $219 Million
- Q1 2024
A detailed history of Elmwood Wealth Management, Inc. transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 132,546 shares of TFLO stock, worth $6.71 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
132,546
Previous 80,998
63.64%
Holding current value
$6.71 Million
Previous $4.09 Million
64.37%
% of portfolio
3.07%
Previous 2.96%
Shares
20 transactions
Others Institutions Holding TFLO
# of Institutions
446Shares Held
84.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.2MShares$314 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$257 Million0.14% of portfolio
-
Morgan Stanley New York, NY4.54MShares$230 Million0.02% of portfolio
-
Ubs Group Ag3.74MShares$189 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.16MShares$160 Million0.06% of portfolio