Invenio Wealth Partners LLC Ishares Treasury Floating Rate Transaction History
Invenio Wealth Partners LLC
- $275 Billion
- Q3 2025
A detailed history of Invenio Wealth Partners LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 104,158 shares of TFLO stock, worth $5.26 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
104,158
Previous 118,856
12.37%
Holding current value
$5.26 Million
Previous $6.02 Billion
12.47%
% of portfolio
1.92%
Previous 2.39%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
446Shares Held
82.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.76MShares$341 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.33MShares$320 Million0.1% of portfolio
-
Morgan Stanley New York, NY3.92MShares$198 Million0.01% of portfolio
-
Ubs Group Ag2.53MShares$128 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.35MShares$119 Million0.04% of portfolio