Heritage Family Offices, LLP Ishares Treasury Floating Rate Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Heritage Family Offices, LLP holds 12,779 shares of TFLO stock, worth $646,106. This represents 0.32% of its overall portfolio holdings.
Number of Shares
12,779
Previous 12,101
5.6%
Holding current value
$646,106
Previous $612 Million
5.33%
% of portfolio
0.32%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding TFLO
# of Institutions
444Shares Held
86.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.27MShares$267 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.8MShares$192 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$141 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.65MShares$134 Million0.04% of portfolio