A detailed history of Db Wealth Management Group, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 4,160 shares of TFLO stock, worth $210,496. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,160
Previous 5,849 28.88%
Holding current value
$210,496
Previous $296,000 29.39%
% of portfolio
0.12%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024

SELL
$50.37 - $50.75 $85,074 - $85,716
-1,689 Reduced 28.88%
4,160 $209,000
Q3 2023

Nov 09, 2023

SELL
$50.46 - $50.74 $31,386 - $31,560
-622 Reduced 9.61%
5,849 $296,000
Q1 2023

May 12, 2023

BUY
$50.39 - $50.59 $56,134 - $56,357
1,114 Added 20.8%
6,471 $327,000
Q4 2022

Feb 13, 2023

BUY
$50.3 - $50.53 $56,134 - $56,391
1,116 Added 26.31%
5,357 $270,000
Q3 2022

Nov 09, 2022

BUY
$50.35 - $50.51 $76,431 - $76,674
1,518 Added 55.75%
4,241 $214,000
Q2 2022

Aug 11, 2022

BUY
$50.33 - $50.44 $137,048 - $137,348
2,723 New
2,723 $137,000

Others Institutions Holding TFLO

About ISHARES TREASURY FLOATING RATE


  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
Track This Portfolio

Track Db Wealth Management Group, LLC Portfolio

Follow Db Wealth Management Group, 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 Db Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Db Wealth Management Group, LLC with notifications on news.