Heritage Family Offices, LLP Ishares Treasury Floating Rate Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 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 12,101 shares of TFLO stock, worth $610,132. This represents 0.32% of its overall portfolio holdings.
Number of Shares
12,101
Previous 13,629
11.21%
Holding current value
$610,132
Previous $690 Million
11.32%
% of portfolio
0.32%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
411Shares Held
84.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.27MShares$316 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$282 Million0.13% of portfolio
-
Morgan Stanley New York, NY3.98MShares$201 Million0.01% of portfolio
-
Ubs Group Ag3.57MShares$180 Million0.04% of portfolio
-
Envestnet Asset Management Inc3.16MShares$159 Million0.05% of portfolio