Svb Wealth LLC Ishares Treasury Floating Rate Transaction History
Svb Wealth LLC
- $1.85 Billion
- Q2 2025
A detailed history of Svb Wealth LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Svb Wealth LLC holds 32,667 shares of TFLO stock, worth $1.65 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
32,667
Previous 98,715
66.91%
Holding current value
$1.65 Million
Previous $5 Million
66.92%
% of portfolio
0.09%
Previous 0.21%
Shares
12 transactions
Others Institutions Holding TFLO
# of Institutions
441Shares Held
111MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC25.4MShares$1.28 Billion7.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.18MShares$363 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.08MShares$307 Million0.11% of portfolio
-
Morgan Stanley New York, NY4.12MShares$208 Million0.01% of portfolio
-
Ubs Group Ag2.67MShares$135 Million0.02% of portfolio