Lionshead Wealth Management, LLC Ishares Treasury Floating Rate Transaction History
Lionshead Wealth Management, LLC
- $96.3 Billion
- Q1 2025
A detailed history of Lionshead Wealth Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Lionshead Wealth Management, LLC holds 61,725 shares of TFLO stock, worth $3.12 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
61,725
Previous 58,772
5.02%
Holding current value
$3.12 Million
Previous $2.97 Billion
5.42%
% of portfolio
3.25%
Previous 2.14%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
445Shares Held
109MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC25.4MShares$1.28 Billion7.18% of portfolio
-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.08MShares$307 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.87MShares$196 Million0.01% of portfolio
-
Ubs Group Ag2.62MShares$132 Million0.03% of portfolio