Palo Alto Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History

Palo Alto Wealth Advisors, LLC

$285 Billion
Q4 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 60,027 shares of TFLO stock, worth $3.04 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

60,027

Previous 41,734 43.83%

Holding current value

$3.04 Million

Previous $2.11 Billion 43.63%

% of portfolio

1.06%

Previous 0.87%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$50.37 - $50.63 $921,418 - $926,174	18,293 Added 43.83%	60,027 $3.03 Billion
Q3 2024 Nov 06, 2024	SELL	$50.42 - $50.66 $931,459 - $935,892	-18,474 Reduced 30.68%	41,734 $2.11 Billion
Q2 2024 Aug 13, 2024	BUY	$50.44 - $50.7 $656,476 - $659,860	13,015 Added 27.58%	60,208 $3.05 Billion
Q1 2024 Apr 30, 2024	BUY	$50.47 - $50.7 $1.6 Million - $1.61 Million	31,668 Added 203.98%	47,193 $2.39 Billion
Q4 2023 Feb 05, 2024	BUY	$50.37 - $50.75 $781,994 - $787,893	15,525 New	15,525 $784 Million

Others Institutions Holding TFLO

# of Institutions

440

Shares Held

86.3M

Call Options Held

Put Options Held

View Full List

About ISHARES TREASURY FLOATING RATE

Ticker TFLO
Sector ETFs
Industry ETFs

More about TFLO

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Palo Alto Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History