Legacy Wealth Managment, Llc/Id Ishares Treasury Floating Rate Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 2,744 shares of TFLO stock, worth $138,434. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,744
Previous 2,744
-0.0%
Holding current value
$138,434
Previous $139,000
0.72%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
443Shares Held
108MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC25.4MShares$1.28 Billion7.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.18MShares$362 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.08MShares$307 Million0.11% of portfolio
-
Morgan Stanley New York, NY4.12MShares$208 Million0.01% of portfolio
-
Ubs Group Ag2.67MShares$135 Million0.02% of portfolio