Hcr Wealth Advisors Ishares Treasury Floating Rate Transaction History
Hcr Wealth Advisors
- $940 Million
- Q3 2025
A detailed history of Hcr Wealth Advisors transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Hcr Wealth Advisors holds 19,285 shares of TFLO stock, worth $974,085. This represents 0.1% of its overall portfolio holdings.
Number of Shares
19,285
Previous 21,585
10.66%
Holding current value
$974,085
Previous $1.09 Million
10.98%
% of portfolio
0.1%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding TFLO
# of Institutions
446Shares Held
82.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.76MShares$341 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.33MShares$320 Million0.1% of portfolio
-
Morgan Stanley New York, NY3.92MShares$198 Million0.01% of portfolio
-
Ubs Group Ag2.53MShares$128 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.35MShares$119 Million0.04% of portfolio