Wellington Wealth Strategies, Llc. Ishares Treasury Floating Rate Transaction History
Wellington Wealth Strategies, Llc.
- $132 Billion
- Q3 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 100,877 shares of TFLO stock, worth $5.09 Million. This represents 3.87% of its overall portfolio holdings.
Number of Shares
100,877
Previous 138,541
27.19%
Holding current value
$5.09 Million
Previous $7.02 Billion
27.26%
% of portfolio
3.87%
Previous 29.43%
Shares
3 transactions
Others Institutions Holding TFLO
# of Institutions
411Shares Held
84.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.27MShares$316 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$282 Million0.13% of portfolio
-
Morgan Stanley New York, NY3.98MShares$201 Million0.01% of portfolio
-
Ubs Group Ag3.57MShares$180 Million0.04% of portfolio
-
Envestnet Asset Management Inc3.16MShares$159 Million0.05% of portfolio