Legacy Wealth Managment, Llc/Id Ishares Treasury Floating Rate Transaction History

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 2,744 shares of TFLO stock, worth $138,599. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,744
Previous 2,744 -0.0%
Holding current value
$138,599
Previous $138,000 -0.0%
% of portfolio
0.09%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025
BUY
$50.48 - $50.68 $91,924 - $92,288
1,821 Added 197.29%
2,744 $139,000
Q4 2024

Feb 13, 2025
BUY
$50.37 - $50.63 $46,491 - $46,731
923 New
923 $46,000

Others Institutions Holding TFLO

# of Institutions
444
Shares Held
82.8M
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
Track This Portfolio

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email