Wealth Enhancement Advisory Services, LLC Ishares Treasury Floating Rate Transaction History
Wealth Enhancement Advisory Services, LLC
- $55.6 Billion
- Q2 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 131,169 shares of TFLO stock, worth $6.62 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
131,169
Previous 146,529
10.48%
Holding current value
$6.62 Million
Previous $7.42 Million
10.51%
% of portfolio
0.01%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding TFLO
# of Institutions
440Shares 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