Wr Wealth Planners, LLC Ishares Treasury Floating Rate Transaction History

Wr Wealth Planners, LLC

  • $318 Million
  • Q2 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 5,763 shares of TFLO stock, worth $291,146. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,763
Previous 6,500 11.34%
Holding current value
$291,146
Previous $329,000 11.55%
% of portfolio
0.09%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
434
Shares Held
85.6M
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
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email