Meridian Wealth Management, LLC Ishares Treasury Floating Rate Transaction History
Meridian Wealth Management, LLC
- $2.07 Billion
- Q4 2024
A detailed history of Meridian Wealth Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 149,001 shares of TFLO stock, worth $7.54 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
149,001
Previous 102,734
45.04%
Holding current value
$7.54 Million
Previous $5.2 Million
44.67%
% of portfolio
0.36%
Previous 0.26%
Shares
6 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