Financial Gravity Asset Management, Inc. Ishares Treasury Floating Rate Transaction History
Financial Gravity Asset Management, Inc.
- $459 Billion
- Q1 2025
A detailed history of Financial Gravity Asset Management, Inc. transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 78,216 shares of TFLO stock, worth $3.95 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
78,216
Previous 65,107
20.13%
Holding current value
$3.95 Million
Previous $3.24 Billion
22.19%
% of portfolio
0.86%
Previous 0.81%
Shares
15 transactions
Others Institutions Holding TFLO
# of Institutions
442Shares 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