Wellington Wealth Strategies, Llc. Ishares Treasury Floating Rate Transaction History
Wellington Wealth Strategies, Llc.
- $23.8 Billion
- Q2 2024
A detailed history of Wellington Wealth Strategies, Llc. transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 138,541 shares of TFLO stock, worth $6.99 Million. This represents 29.43% of its overall portfolio holdings.
Number of Shares
138,541
Previous 59,642
132.29%
Holding current value
$6.99 Million
Previous $3.02 Billion
132.15%
% of portfolio
29.43%
Previous 1.41%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
415Shares Held
85MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.09MShares$307 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.69MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY3.98MShares$201 Million0.02% of portfolio
-
Ubs Group Ag3.74MShares$188 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.52MShares$177 Million0.06% of portfolio