Ever Source Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 47 shares of TFLO stock, worth $2,381. This represents 0.0% of its overall portfolio holdings.
Number of Shares
47
Previous 47
-0.0%
Holding current value
$2,381
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding TFLO
# of Institutions
438Shares Held
87.1MCall 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$317 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