Secure Asset Management, LLC Ishares Treasury Floating Rate Transaction History
Secure Asset Management, LLC
- $585 Million
- Q3 2025
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 8,607 shares of TFLO stock, worth $434,653. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,607
Previous 10,781
20.17%
Holding current value
$434,653
Previous $546,000
20.33%
% of portfolio
0.07%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding TFLO
# of Institutions
440Shares Held
111MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC25.4MShares$1.28 Billion7.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.18MShares$363 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.08MShares$307 Million0.11% of portfolio
-
Morgan Stanley New York, NY4.12MShares$208 Million0.01% of portfolio
-
Ubs Group Ag2.67MShares$135 Million0.02% of portfolio