Hcr Wealth Advisors Ishares Treasury Floating Rate Transaction History
Hcr Wealth Advisors
- $658 Million
- Q1 2024
A detailed history of Hcr Wealth Advisors transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Hcr Wealth Advisors holds 35,160 shares of TFLO stock, worth $1.77 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
35,160
Previous 35,790
1.76%
Holding current value
$1.77 Million
Previous $1.81 Million
1.33%
% of portfolio
0.27%
Previous 0.29%
Shares
3 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