Spire Wealth Management Ishares Treasury Floating Rate Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 2024
A detailed history of Spire Wealth Management transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Spire Wealth Management holds 15,345 shares of TFLO stock, worth $777,070. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,345
Previous 9,342
64.26%
Holding current value
$777,070
Previous $472,000
63.98%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding TFLO
# of Institutions
437Shares Held
84.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.27MShares$267 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.8MShares$193 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$142 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.65MShares$134 Million0.04% of portfolio