Fortress Wealth Group, LLC Ishares Treasury Floating Rate Transaction History
Fortress Wealth Group, LLC
- $179 Million
- Q1 2024
A detailed history of Fortress Wealth Group, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 72,717 shares of TFLO stock, worth $3.67 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
72,717
Previous 84,973
14.42%
Holding current value
$3.67 Million
Previous $4.29 Million
14.04%
% of portfolio
2.06%
Previous 2.68%
Shares
7 transactions
Others Institutions Holding TFLO
# of Institutions
445Shares Held
84.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.2MShares$313 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$256 Million0.14% of portfolio
-
Morgan Stanley New York, NY4.54MShares$229 Million0.02% of portfolio
-
Ubs Group Ag3.74MShares$189 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.16MShares$159 Million0.06% of portfolio