Wealth Enhancement Advisory Services, LLC Ishares Treasury Floating Rate Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 153,562 shares of TFLO stock, worth $7.77 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

153,562

Previous 128,729 19.29%

Holding current value

$7.77 Million

Previous $6.5 Million 19.3%

% of portfolio

0.02%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$50.37 - $50.63 $1.25 Million - $1.26 Million	24,833 Added 19.29%	153,562 $7.75 Million
Q3 2024 Oct 23, 2024	BUY	$50.42 - $50.66 $3.73 Million - $3.74 Million	73,881 Added 134.7%	128,729 $6.51 Million
Q2 2024 Jul 16, 2024	SELL	$50.44 - $50.7 $631,861 - $635,118	-12,527 Reduced 18.59%	54,848 $2.78 Million
Q1 2024 Apr 15, 2024	SELL	$50.47 - $50.7 $656,564 - $659,556	-13,009 Reduced 16.18%	67,375 $3.42 Million
Q4 2023 Jan 30, 2024	BUY	$50.37 - $50.75 $410,465 - $413,561	8,149 Added 11.28%	80,384 $4.06 Million
Q3 2023 Nov 13, 2023	BUY	$50.46 - $50.74 $3.64 Million - $3.67 Million	72,235 New	72,235 $3.67 Million

Others Institutions Holding TFLO

# of Institutions

445

Shares Held

86.2M

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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Wealth Enhancement Advisory Services, LLC Ishares Treasury Floating Rate Transaction History