Taylor & Morgan Wealth Management, LLC Ishares Treasury Floating Rate Transaction History
Taylor & Morgan Wealth Management, LLC
- $139 Million
- Q2 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 14,487 shares of TFLO stock, worth $730,289. This represents 0.53% of its overall portfolio holdings.
Number of Shares
14,487
Previous 15,384
5.83%
Holding current value
$730,289
Previous $779,000
5.91%
% of portfolio
0.53%
Previous 0.58%
Shares
6 transactions
Others Institutions Holding TFLO
# of Institutions
434Shares Held
85.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.09MShares$307 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.69MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY3.98MShares$201 Million0.02% of portfolio
-
Ubs Group Ag3.74MShares$188 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.52MShares$177 Million0.06% of portfolio