Optivise Advisory Services LLC Ishares Treasury Floating Rate Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Optivise Advisory Services LLC holds 357,918 shares of TFLO stock, worth $18.1 Million. This represents 9.74% of its overall portfolio holdings.

Number of Shares
357,918
Previous 671,396 46.69%
Holding current value
$18.1 Million
Previous $34 Billion 46.83%
% of portfolio
9.74%
Previous 17.88%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$50.37 - $50.63 $15.8 Million - $15.9 Million
-313,478 Reduced 46.69%
357,918 $18.1 Billion
Q3 2024

Nov 12, 2024
BUY
$50.42 - $50.66 $33.9 Million - $34 Million
671,396 New
671,396 $34 Billion
Q2 2024

Nov 14, 2024
SELL
$50.44 - $50.7 $12 Million - $12.1 Million
-237,991 Reduced 35.45%
433,405 $22 Billion

Others Institutions Holding TFLO

# of Institutions
437
Shares Held
84.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TREASURY FLOATING RATE

TFLO Quotes by TradingView
  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
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