Divergent Wealth Advisors Ishares Treasury Floating Rate Transaction History
Divergent Wealth Advisors
- $546 Million
- Q3 2024
A detailed history of Divergent Wealth Advisors transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Divergent Wealth Advisors holds 458,831 shares of TFLO stock, worth $23.2 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
458,831
Previous 438,780
4.57%
Holding current value
$23.2 Million
Previous $22.2 Million
4.44%
% of portfolio
4.25%
Previous 4.3%
Shares
8 transactions
Others Institutions Holding TFLO
# of Institutions
411Shares Held
84.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.27MShares$318 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$283 Million0.13% of portfolio
-
Morgan Stanley New York, NY3.98MShares$202 Million0.01% of portfolio
-
Ubs Group Ag3.57MShares$181 Million0.04% of portfolio
-
Envestnet Asset Management Inc3.16MShares$160 Million0.05% of portfolio