Lifeworks Advisors, LLC Ishares Treasury Floating Rate Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 2024
A detailed history of Lifeworks Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 4,518 shares of TFLO stock, worth $228,249. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,518
Previous 4,037
11.91%
Holding current value
$228,249
Previous $204,000
11.76%
% of portfolio
0.05%
Previous 0.06%
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