Shared Vision Wealth Group LLC Ishares Treasury Floating Rate Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 7,716 shares of TFLO stock, worth $388,963. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,716
Previous 9,372
17.67%
Holding current value
$388,963
Previous $475 Million
17.77%
% of portfolio
0.21%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding TFLO
# of Institutions
411Shares Held
84.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.27MShares$316 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$282 Million0.13% of portfolio
-
Morgan Stanley New York, NY3.98MShares$201 Million0.01% of portfolio
-
Ubs Group Ag3.57MShares$180 Million0.04% of portfolio
-
Envestnet Asset Management Inc3.16MShares$159 Million0.05% of portfolio