Wmg Financial Advisors, LLC Ishares Treasury Floating Rate Transaction History
Wmg Financial Advisors, LLC
- $215 Million
- Q4 2024
A detailed history of Wmg Financial Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 5,940 shares of TFLO stock, worth $300,088. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,940
Previous 4,979
19.3%
Holding current value
$300,088
Previous $251,000
19.12%
% of portfolio
0.14%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
442Shares Held
86.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.54MShares$330 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.27MShares$266 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.8MShares$192 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$141 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.65MShares$134 Million0.04% of portfolio