Guardian Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History
Guardian Wealth Advisors, LLC
- $1.33 Billion
- Q2 2025
A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 9,123 shares of TFLO stock, worth $460,711. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,123
Previous 9,384
2.78%
Holding current value
$460,711
Previous $475,000
2.74%
% of portfolio
0.03%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding TFLO
# of Institutions
440Shares Held
110MCall 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