Kiely Wealth Advisory Group, Inc. Ishares Treasury Floating Rate Transaction History
Kiely Wealth Advisory Group, Inc.
- $176 Billion
- Q1 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 433,196 shares of TFLO stock, worth $21.9 Million. This represents 12.49% of its overall portfolio holdings.
Number of Shares
433,196
Previous 436,392
0.73%
Holding current value
$21.9 Million
Previous $22.1 Billion
0.74%
% of portfolio
12.49%
Previous 12.79%
Shares
2 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