Steel Peak Wealth Management LLC Ishares Treasury Floating Rate Transaction History
Steel Peak Wealth Management LLC
- $2.25 Billion
- Q3 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 100,200 shares of TFLO stock, worth $5.06 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
100,200
Previous 12,467
703.72%
Holding current value
$5.06 Million
Previous $631,000
703.49%
% of portfolio
0.23%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding TFLO
# of Institutions
407Shares Held
83.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.27MShares$317 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$181 Million0.04% of portfolio
-
Envestnet Asset Management Inc3.16MShares$160 Million0.05% of portfolio