Wellington Wealth Strategies, Llc. Ishares Treasury Floating Rate Transaction History

Wellington Wealth Strategies, Llc.

  • $110 Billion
  • Q4 2024

A detailed history of Wellington Wealth Strategies, Llc. transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 85,652 shares of TFLO stock, worth $4.33 Million. This represents 3.94% of its overall portfolio holdings.

Number of Shares
85,652
Previous 100,877 15.09%
Holding current value
$4.33 Million
Previous $5.11 Billion 15.16%
% of portfolio
3.94%
Previous 3.87%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$50.37 - $50.63 $766,883 - $770,841
-15,225 Reduced 15.09%
85,652 $4.33 Billion
Q3 2024

Nov 12, 2024
SELL
$50.42 - $50.66 $1.9 Million - $1.91 Million
-37,664 Reduced 27.19%
100,877 $5.11 Billion
Q2 2024

Aug 14, 2024
BUY
$50.44 - $50.7 $3.98 Million - $4 Million
78,899 Added 132.29%
138,541 $7.02 Billion
Q1 2024

May 14, 2024
BUY
$50.47 - $50.7 $3.01 Million - $3.02 Million
59,642 New
59,642 $3.02 Billion

Others Institutions Holding TFLO

# of Institutions
444
Shares Held
86.2M
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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