Savvy Advisors, Inc. Ishares Treasury Floating Rate Transaction History
Savvy Advisors, Inc.
- $815 Million
- Q4 2024
A detailed history of Savvy Advisors, Inc. transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Savvy Advisors, Inc. holds 113,487 shares of TFLO stock, worth $5.75 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
113,487
Previous 96,983
17.02%
Holding current value
$5.75 Million
Previous $4.91 Billion
99.88%
% of portfolio
0.7%
Previous 1.0%
Shares
5 transactions
Others Institutions Holding TFLO
# of Institutions
438Shares Held
84.7MCall 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$193 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$142 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.65MShares$134 Million0.04% of portfolio