Endowment Wealth Management, Inc. Ishares Treasury Floating Rate Transaction History
Endowment Wealth Management, Inc.
- $189 Million
- Q3 2025
A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 4,448 shares of TFLO stock, worth $224,668. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,448
Previous 4,425
0.52%
Holding current value
$224,668
Previous $224,000
0.45%
% of portfolio
0.12%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding TFLO
# of Institutions
444Shares Held
82.8MCall 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