Ica Group Wealth Management, LLC Ishares Treasury Floating Rate Transaction History
Ica Group Wealth Management, LLC
- $164 Million
- Q2 2024
A detailed history of Ica Group Wealth Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 63,454 shares of TFLO stock, worth $3.21 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
63,454
Previous 57,959
9.48%
Holding current value
$3.21 Million
Previous $2.94 Million
9.43%
% of portfolio
1.96%
Previous 0.6%
Shares
6 transactions
Others Institutions Holding TFLO
# of Institutions
445Shares Held
109MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC25.4MShares$1.28 Billion7.18% of portfolio
-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.08MShares$307 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.87MShares$196 Million0.01% of portfolio
-
Ubs Group Ag2.62MShares$132 Million0.03% of portfolio