Moulton Wealth Management, Inc Ishares Treasury Floating Rate Transaction History
Moulton Wealth Management, Inc
- $132 Million
- Q2 2025
A detailed history of Moulton Wealth Management, Inc transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 220,510 shares of TFLO stock, worth $11.1 Million. This represents 8.49% of its overall portfolio holdings.
Number of Shares
220,510
Previous 334,125
34.0%
Holding current value
$11.1 Million
Previous $16.9 Million
34.01%
% of portfolio
8.49%
Previous 12.95%
Shares
11 transactions
Others Institutions Holding TFLO
# of Institutions
440Shares Held
87MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.54MShares$330 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.25MShares$315 Million0.13% of portfolio
-
Morgan Stanley New York, NY3.87MShares$195 Million0.01% of portfolio
-
Ubs Group Ag2.62MShares$132 Million0.03% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny2.27MShares$114 Million0.18% of portfolio