Taylor & Morgan Wealth Management, LLC Ishares Treasury Floating Rate Transaction History
Taylor & Morgan Wealth Management, LLC
- $138 Million
- Q4 2024
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 10,247 shares of TFLO stock, worth $518,498. This represents 0.37% of its overall portfolio holdings.
Number of Shares
10,247
Previous 10,247
-0.0%
Holding current value
$518,498
Previous $518,000
0.19%
% of portfolio
0.37%
Previous 0.35%
Shares
7 transactions
Others Institutions Holding TFLO
# of Institutions
432Shares Held
84.3MCall 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$192 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$142 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.65MShares$134 Million0.04% of portfolio