Wr Wealth Planners, LLC Ishares Treasury Floating Rate Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 229 shares of TFLO stock, worth $11,548. This represents 0.0% of its overall portfolio holdings.

Number of Shares
229
Previous 5,763 96.03%
Holding current value
$11,548
Previous $291,000 96.22%
% of portfolio
0.0%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$50.42 - $50.66 $279,024 - $280,352
-5,534 Reduced 96.03%
229 $11,000
Q2 2024

Jul 31, 2024
SELL
$50.44 - $50.7 $37,174 - $37,365
-737 Reduced 11.34%
5,763 $291,000
Q1 2024

Jul 31, 2024
SELL
$50.47 - $50.7 $204,554 - $205,487
-4,053 Reduced 38.41%
6,500 $329,000
Q4 2023

Jul 30, 2024
BUY
$50.37 - $50.75 $531,554 - $535,564
10,553 New
10,553 $532,000
Q3 2023

Aug 01, 2024
BUY
$50.46 - $50.74 $237,565 - $238,883
4,708 Added 81.69%
10,471 $531 Million

Others Institutions Holding TFLO

# of Institutions
411
Shares Held
84.1M
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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