Palo Alto Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History

Palo Alto Wealth Advisors, LLC

  • $242 Billion
  • Q3 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 41,734 shares of TFLO stock, worth $2.1 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
41,734
Previous 60,208 30.68%
Holding current value
$2.1 Million
Previous $3.05 Billion 30.85%
% of portfolio
0.87%
Previous 2.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$50.42 - $50.66 $931,459 - $935,892
-18,474 Reduced 30.68%
41,734 $2.11 Billion
Q2 2024

Aug 13, 2024
BUY
$50.44 - $50.7 $656,476 - $659,860
13,015 Added 27.58%
60,208 $3.05 Billion
Q1 2024

Apr 30, 2024
BUY
$50.47 - $50.7 $1.6 Million - $1.61 Million
31,668 Added 203.98%
47,193 $2.39 Billion
Q4 2023

Feb 05, 2024
BUY
$50.37 - $50.75 $781,994 - $787,893
15,525 New
15,525 $784 Million

Others Institutions Holding TFLO

# of Institutions
411
Shares Held
84.1M
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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