Palo Alto Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History
Palo Alto Wealth Advisors, LLC
- $142 Billion
- Q1 2024
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 47,193 shares of TFLO stock, worth $2.38 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
47,193
Previous 15,525
203.98%
Holding current value
$2.38 Million
Previous $784 Million
205.3%
% of portfolio
1.69%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
446Shares Held
84.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.2MShares$313 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$256 Million0.14% of portfolio
-
Morgan Stanley New York, NY4.54MShares$229 Million0.02% of portfolio
-
Ubs Group Ag3.74MShares$189 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.16MShares$159 Million0.06% of portfolio