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

Palo Alto Wealth Advisors, LLC

$256 Billion
Q1 2025

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 124,268 shares of TFLO stock, worth $6.28 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares

124,268

Previous 60,027 107.02%

Holding current value

$6.28 Million

Previous $3.03 Billion 107.35%

% of portfolio

2.45%

Previous 1.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$50.48 - $50.68 $3.24 Million - $3.26 Million	64,241 Added 107.02%	124,268 $6.28 Billion
Q4 2024 Feb 14, 2025	BUY	$50.37 - $50.63 $921,418 - $926,174	18,293 Added 43.83%	60,027 $3.03 Billion
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

448

Shares Held

87.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TREASURY FLOATING RATE

Ticker TFLO
Sector ETFs
Industry ETFs

More about TFLO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.

Account

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