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 $224,037. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,425
Previous 4,004
10.51%
Holding current value
$224,037
Previous $202,000
10.89%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
447Shares Held
87.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.25MShares$316 Million0.13% of portfolio
-
Morgan Stanley New York, NY3.87MShares$196 Million0.01% of portfolio
-
Ubs Group Ag2.62MShares$133 Million0.03% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny2.27MShares$115 Million0.18% of portfolio