Spectrum Planning & Advisory Services Inc. Ishares Treasury Floating Rate Transaction History

Spectrum Planning & Advisory Services Inc.

$101 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$50.37 - $50.75 $53,946 - $54,353	1,071 Added 10.17%	11,602 $585,000
Q3 2023 Oct 24, 2023	BUY	$50.46 - $50.74 $531,394 - $534,342	10,531 New	10,531 $534,000

Others Institutions Holding TFLO

# of Institutions

407

Shares Held

83.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

6.27M
Shares

$317 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

5.59M
Shares

$282 Million
0.13% of portfolio
Morgan Stanley New York, NY

3.98M
Shares

$201 Million
0.01% of portfolio
Ubs Group Ag

3.57M
Shares

$181 Million
0.04% of portfolio
Envestnet Asset Management Inc

3.16M
Shares

$160 Million
0.05% of portfolio

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