Lionshead Wealth Management, LLC Ishares Treasury Floating Rate Transaction History
Lionshead Wealth Management, LLC
- $133 Billion
- Q4 2025
A detailed history of Lionshead Wealth Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Lionshead Wealth Management, LLC holds 41,616 shares of TFLO stock, worth $2.1 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
41,616
Previous 46,528
10.56%
Holding current value
$2.1 Million
Previous $2.35 Billion
10.79%
% of portfolio
1.58%
Previous 1.87%
Shares
4 transactions
Others Institutions Holding TFLO
# of Institutions
450Shares Held
82.9MCall 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