Endowment Wealth Management, Inc. Ishares Treasury Floating Rate Transaction History
Endowment Wealth Management, Inc.
- $159 Million
- Q2 2025
A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 4,425 shares of TFLO stock, worth $223,241. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,425
Previous 4,004
10.51%
Holding current value
$223,241
Previous $202,000
10.89%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
446Shares Held
111MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC25.4MShares$1.28 Billion7.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.18MShares$362 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.08MShares$307 Million0.11% of portfolio
-
Morgan Stanley New York, NY4.12MShares$208 Million0.01% of portfolio
-
Ubs Group Ag2.67MShares$135 Million0.02% of portfolio