Castle Rock Wealth Management, LLC Ishares Treasury Floating Rate Transaction History
Castle Rock Wealth Management, LLC
- $375 Million
- Q4 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 235,027 shares of TFLO stock, worth $11.9 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
235,027
Previous 232,909
0.91%
Holding current value
$11.9 Million
Previous $11.8 Million
0.64%
% of portfolio
3.16%
Previous 2.94%
Shares
10 transactions
Others Institutions Holding TFLO
# of Institutions
445Shares Held
86.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.27MShares$267 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.8MShares$193 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$142 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.65MShares$134 Million0.04% of portfolio