Legacy Wealth Asset Management, LLC Ishares Treasury Floating Rate Transaction History
Legacy Wealth Asset Management, LLC
- $324 Million
- Q2 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 252,634 shares of TFLO stock, worth $12.8 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
252,634
Previous 211,460
19.47%
Holding current value
$12.8 Million
Previous $10.7 Million
19.41%
% of portfolio
3.95%
Previous 3.31%
Shares
7 transactions
Others Institutions Holding TFLO
# of Institutions
434Shares Held
85.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.09MShares$308 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.69MShares$288 Million0.15% of portfolio
-
Morgan Stanley New York, NY3.98MShares$201 Million0.02% of portfolio
-
Ubs Group Ag3.74MShares$189 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.52MShares$178 Million0.06% of portfolio