Kcs Wealth Advisory Ishares Treasury Floating Rate Transaction History
Kcs Wealth Advisory
- $224 Million
- Q3 2023
A detailed history of Kcs Wealth Advisory transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Kcs Wealth Advisory holds 13,787 shares of TFLO stock, worth $696,243. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,787
Previous 61,400
77.55%
Holding current value
$696,243
Previous $3.11 Million
77.53%
% of portfolio
0.31%
Previous 1.13%
Shares
15 transactions
Others Institutions Holding TFLO
# of Institutions
446Shares 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