Insight Wealth Strategies, LLC Ishares Treasury Floating Rate Transaction History

Insight Wealth Strategies, LLC

  • $749 Million
  • Q3 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 71,190 shares of TFLO stock, worth $3.6 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
71,190
Previous 227,083 68.65%
Holding current value
$3.6 Million
Previous $11.5 Million 68.69%
% of portfolio
0.48%
Previous 1.65%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$50.42 - $50.66 $7.86 Million - $7.9 Million
-155,893 Reduced 68.65%
71,190 $3.6 Million
Q2 2024

Jul 08, 2024
BUY
$50.44 - $50.7 $11.5 Million - $11.5 Million
227,083 New
227,083 $11.5 Million

Others Institutions Holding TFLO

# of Institutions
419
Shares Held
85M
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
Track This Portfolio

Track Insight Wealth Strategies, LLC Portfolio

Follow Insight Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email