Crewe Advisors LLC Ishares Treasury Floating Rate Transaction History

Crewe Advisors LLC

$709 Million
Q4 2024

A detailed history of Crewe Advisors LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Crewe Advisors LLC holds 1,091 shares of TFLO stock, worth $55,259. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,091

Holding current value

$55,259

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$50.37 - $50.63 $54,953 - $55,237	1,091 New	1,091 $55,000

Others Institutions Holding TFLO

# of Institutions

440

Shares Held

86.3M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

6.54M
Shares

$331 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

5.27M
Shares

$267 Million
0.11% of portfolio
Morgan Stanley New York, NY

3.8M
Shares

$193 Million
0.01% of portfolio
Ubs Group Ag

2.8M
Shares

$142 Million
0.03% of portfolio
Envestnet Asset Management Inc

2.65M
Shares

$134 Million
0.04% of portfolio

View Full List

About ISHARES TREASURY FLOATING RATE

Ticker TFLO
Sector ETFs
Industry ETFs

More about TFLO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Crewe Advisors LLC with notifications on news.

Account