Kiely Wealth Advisory Group, Inc. Ishares Treasury Floating Rate Transaction History
Kiely Wealth Advisory Group, Inc.
- $181 Billion
- Q2 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 429,398 shares of TFLO stock, worth $21.7 Million. This represents 11.94% of its overall portfolio holdings.
Number of Shares
429,398
Previous 433,196
0.88%
Holding current value
$21.7 Million
Previous $21.9 Billion
1.24%
% of portfolio
11.94%
Previous 12.49%
Shares
3 transactions
Others Institutions Holding TFLO
# of Institutions
407Shares Held
83.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.27MShares$317 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$282 Million0.13% of portfolio
-
Morgan Stanley New York, NY3.98MShares$201 Million0.01% of portfolio
-
Ubs Group Ag3.57MShares$181 Million0.04% of portfolio
-
Envestnet Asset Management Inc3.16MShares$160 Million0.05% of portfolio