Legacy Wealth Asset Management, LLC Ishares Treasury Floating Rate Transaction History
Legacy Wealth Asset Management, LLC
- $324 Million
- Q4 2024
A detailed history of Legacy Wealth Asset Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 198,274 shares of TFLO stock, worth $10 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
198,274
Previous 195,165
1.59%
Holding current value
$10 Million
Previous $9.88 Million
1.33%
% of portfolio
3.09%
Previous 2.93%
Shares
9 transactions
Others Institutions Holding TFLO
# of Institutions
445Shares Held
86.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.27MShares$267 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.8MShares$192 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$142 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.65MShares$134 Million0.04% of portfolio