Shared Vision Wealth Group LLC Ishares Treasury Floating Rate Transaction History
Shared Vision Wealth Group LLC
- $160 Billion
- Q1 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 12,690 shares of TFLO stock, worth $641,098. This represents 0.4% of its overall portfolio holdings.
Number of Shares
12,690
Previous 57,546
77.95%
Holding current value
$641,098
Previous $2.9 Billion
77.85%
% of portfolio
0.4%
Previous 1.94%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
446Shares Held
84.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.2MShares$313 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$256 Million0.14% of portfolio
-
Morgan Stanley New York, NY4.54MShares$229 Million0.02% of portfolio
-
Ubs Group Ag3.74MShares$189 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.16MShares$159 Million0.06% of portfolio