Forthright Family Wealth Advisory LLC Ishares Treasury Floating Rate Transaction History

Forthright Family Wealth Advisory LLC

  • $155 Billion
  • Q2 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 47,926 shares of TFLO stock, worth $2.42 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
47,926
Previous 53,281 10.05%
Holding current value
$2.42 Million
Previous $2.7 Billion 10.1%
% of portfolio
1.56%
Previous 1.81%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$50.44 - $50.7 $270,106 - $271,498
-5,355 Reduced 10.05%
47,926 $2.43 Billion
Q1 2024

Apr 29, 2024
SELL
$50.47 - $50.7 $601,501 - $604,242
-11,918 Reduced 18.28%
53,281 $2.7 Billion
Q4 2023

Feb 28, 2024
BUY
$50.37 - $50.75 $3.28 Million - $3.31 Million
65,199 New
65,199 $3.29 Billion

Others Institutions Holding TFLO

# of Institutions
413
Shares Held
84.4M
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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