Strategic Financial Concepts, LLC Ishares Treasury Floating Rate Transaction History
Strategic Financial Concepts, LLC
- $711 Billion
- Q2 2025
A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 8,139 shares of TFLO stock, worth $411,263. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,139
Previous 67,781
87.99%
Holding current value
$411,263
Previous $3.43 Billion
87.97%
% of portfolio
0.06%
Previous 0.64%
Shares
11 transactions
Others Institutions Holding TFLO
# of Institutions
445Shares Held
109MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC25.4MShares$1.28 Billion7.18% of portfolio
-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.08MShares$307 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.87MShares$196 Million0.01% of portfolio
-
Ubs Group Ag2.62MShares$132 Million0.03% of portfolio