Wescap Management Group, Inc. Ishares Treasury Floating Rate Transaction History
Wescap Management Group, Inc.
- $430 Million
- Q2 2025
A detailed history of Wescap Management Group, Inc. transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Wescap Management Group, Inc. holds 201,431 shares of TFLO stock, worth $10.2 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
201,431
Previous 188,580
6.81%
Holding current value
$10.2 Million
Previous $9.55 Million
6.79%
% of portfolio
2.37%
Previous 2.37%
Shares
9 transactions
Others Institutions Holding TFLO
# of Institutions
445Shares 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$362 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