Strait & Sound Wealth Management LLC Ishares Treasury Floating Rate Transaction History

Strait & Sound Wealth Management LLC

  • $215 Billion
  • Q1 2025

A detailed history of Strait & Sound Wealth Management LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 6,314 shares of TFLO stock, worth $319,804. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,314
Previous 14,262 55.73%
Holding current value
$319,804
Previous $720 Million 55.56%
% of portfolio
0.15%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$50.48 - $50.68 $401,215 - $402,804
-7,948 Reduced 55.73%
6,314 $320 Million
Q4 2024

Feb 18, 2025
SELL
$50.37 - $50.63 $76,562 - $76,957
-1,520 Reduced 9.63%
14,262 $720 Million
Q3 2024

Nov 15, 2024
BUY
$50.42 - $50.66 $517,762 - $520,227
10,269 Added 186.27%
15,782 $799 Million
Q2 2024

Aug 13, 2024
BUY
$50.44 - $50.7 $278,075 - $279,509
5,513 New
5,513 $279 Million

Others Institutions Holding TFLO

# of Institutions
438
Shares Held
87.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TREASURY FLOATING RATE

TFLO Quotes by TradingView
  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
Track This Portfolio

Track Strait & Sound Wealth Management LLC Portfolio

Follow Strait & Sound Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strait & Sound Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strait & Sound Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email