Guardian Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 10,348 shares of TFLO stock, worth $523,401. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,348

Previous 10,039 3.08%

Holding current value

$523,401

Previous $507,000 2.96%

% of portfolio

0.04%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$50.37 - $50.63 $15,564 - $15,644	309 Added 3.08%	10,348 $522,000
Q3 2024 Nov 14, 2024	BUY	$50.42 - $50.66 $2,268 - $2,279	45 Added 0.45%	10,039 $507,000
Q2 2024 Aug 14, 2024	SELL	$50.44 - $50.7 $9,987 - $10,038	-198 Reduced 1.94%	9,994 $506,000
Q1 2024 May 15, 2024	SELL	$50.47 - $50.7 $340,773 - $342,326	-6,752 Reduced 39.85%	10,192 $516,000
Q4 2023 Feb 14, 2024	BUY	$50.37 - $50.75 $532,360 - $536,376	10,569 Added 165.79%	16,944 $855,000
Q2 2023 Aug 14, 2023	SELL	$50.42 - $50.67 $434,872 - $437,028	-8,625 Reduced 57.5%	6,375 $323,000
Q1 2023 May 15, 2023	BUY	$50.39 - $50.59 $35,373 - $35,514	702 Added 4.91%	15,000 $758,000
Q4 2022 Feb 14, 2023	BUY	$50.3 - $50.53 $719,189 - $722,477	14,298 New	14,298 $720,000

Others Institutions Holding TFLO

# of Institutions

444

Shares Held

86.2M

Call Options Held

Put Options Held

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About ISHARES TREASURY FLOATING RATE

Ticker TFLO
Sector ETFs
Industry ETFs

More about TFLO

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Guardian Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History