Secure Asset Management, LLC Ishares Treasury Floating Rate Transaction History
Secure Asset Management, LLC
- $568 Million
- Q3 2024
A detailed history of Secure Asset Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Secure Asset Management, LLC holds 22,305 shares of TFLO stock, worth $1.13 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
22,305
Previous 20,842
7.02%
Holding current value
$1.13 Million
Previous $1.06 Million
6.92%
% of portfolio
0.2%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding TFLO
# of Institutions
419Shares Held
85MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.09MShares$308 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.69MShares$288 Million0.15% of portfolio
-
Morgan Stanley New York, NY3.98MShares$201 Million0.02% of portfolio
-
Ubs Group Ag3.74MShares$189 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.52MShares$178 Million0.06% of portfolio