Ever Source Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 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 $2,373. This represents 0.0% of its overall portfolio holdings.
Number of Shares
47
Previous 47
-0.0%
Holding current value
$2,373
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding TFLO
# of Institutions
440Shares 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$363 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