AXXCESS WEALTH MANAGEMENT, LLC TFLO Holdings History
AXXCESS WEALTH MANAGEMENT, LLC's iShares Treasury Floating Rate Bond ETF Holding Summary
As of 2025-03-31, AXXCESS WEALTH MANAGEMENT, LLC held 1.23 Mil shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $62.17 Mil. This investment constitutes 1.65% of their stock portfolio, and AXXCESS WEALTH MANAGEMENT, LLC now holds 0.87% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.
The initial trade took place in 2023Q3. And since then AXXCESS WEALTH MANAGEMENT, LLC has made 7 purchases of TFLO, at an average price of $50.59, for a total of 1.23 Mil shares. Based on historical transaction data and TFLO's current price of $50.49, AXXCESS WEALTH MANAGEMENT, LLC's estimated gain on his TFLO holdings is $-124,002.21, reflecting a -0.20% gain to date.
AXXCESS WEALTH MANAGEMENT, LLC TFLO ($50.49) Holding Chart
AXXCESS WEALTH MANAGEMENT, LLC TFLO ($50.49) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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