Bank Plus Wealth Management LLC Ishares Treasury Floating Rate Transaction History
Bank Plus Wealth Management LLC
- $170 Billion
- Q3 2025
A detailed history of Bank Plus Wealth Management LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 5,088 shares of TFLO stock, worth $256,994. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,088
Previous 5,033
1.09%
Holding current value
$256,994
Previous $255 Million
0.98%
% of portfolio
0.15%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding TFLO
# of Institutions
445Shares Held
82.9MCall 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