Ep Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,444 shares of TFLO stock, worth $325,808. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,444
Previous 3,768 71.02%
Holding current value
$325,808
Previous $190,000 71.05%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$50.37 - $50.63 $134,790 - $135,485
2,676 Added 71.02%
6,444 $325,000
Q3 2024

Nov 14, 2024
BUY
$50.42 - $50.66 $189,982 - $190,886
3,768 New
3,768 $190,000
Q1 2023

Jun 05, 2023
BUY
$50.39 - $50.59 $424,636 - $426,321
8,427 New
8,427 $426,000

Others Institutions Holding TFLO

# of Institutions
444
Shares Held
86.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TREASURY FLOATING RATE

TFLO Quotes by TradingView
  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
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