Wealthsource Partners, LLC Ishares Treasury Floating Rate Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Wealthsource Partners, LLC holds 533,271 shares of TFLO stock, worth $26.9 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares
533,271
Previous 640,414 16.73%
Holding current value
$26.9 Million
Previous $32.5 Million 17.17%
% of portfolio
1.77%
Previous 2.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$50.37 - $50.75 $5.4 Million - $5.44 Million
-107,143 Reduced 16.73%
533,271 $26.9 Million
Q3 2023

Nov 09, 2023
BUY
$50.46 - $50.74 $32.3 Million - $32.5 Million
640,414 New
640,414 $32.5 Million
Q1 2019

May 16, 2019
SELL
$50.26 - $50.37 $223,405 - $223,894
-4,445 Closed
0 $0
Q4 2018

Feb 06, 2019
BUY
$50.24 - $50.35 $223,316 - $223,805
4,445 New
4,445 $223,000

Others Institutions Holding TFLO

# of Institutions
440
Shares Held
111M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TREASURY FLOATING RATE

TFLO Quotes by TradingView
  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
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