Insight Wealth Strategies, LLC Ishares Treasury Floating Rate Transaction History
Insight Wealth Strategies, LLC
- $788 Million
- Q3 2025
Shares
4 transactions
Others Institutions Holding TFLO
# of Institutions
444Shares Held
82.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.76MShares$341 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.33MShares$320 Million0.1% of portfolio
-
Morgan Stanley New York, NY3.92MShares$198 Million0.01% of portfolio
-
Ubs Group Ag2.53MShares$128 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.35MShares$119 Million0.04% of portfolio