Heritage Wealth Management, LLC Ishares Treasury Floating Rate Transaction History

Heritage Wealth Management, LLC

  • $200 Million
  • Q1 2024

A detailed history of Heritage Wealth Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 13,954 shares of TFLO stock, worth $704,258. This represents 0.35% of its overall portfolio holdings.

Number of Shares
13,954
Previous 13,547 3.0%
Holding current value
$704,258
Previous $683,000 3.51%
% of portfolio
0.35%
Previous 0.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$50.47 - $50.7 $20,541 - $20,634
407 Added 3.0%
13,954 $707,000
Q4 2023

Feb 06, 2024
BUY
$50.37 - $50.75 $682,362 - $687,510
13,547 New
13,547 $683,000

Others Institutions Holding TFLO

# of Institutions
445
Shares Held
84.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TREASURY FLOATING RATE

TFLO Quotes by TradingView
  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
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