Optivise Advisory Services LLC Ishares Treasury Floating Rate Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
A detailed history of Optivise Advisory Services LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Optivise Advisory Services LLC holds 671,396 shares of TFLO stock, worth $33.9 Million. This represents 17.88% of its overall portfolio holdings.
Number of Shares
671,396Holding current value
$33.9 Million% of portfolio
17.88%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