Advocacy Wealth Management Services, LLC TFLO Holdings History
Advocacy Wealth Management Services, LLC's iShares Treasury Floating Rate Bond ETF Holding Summary
As of 2025-03-31, Advocacy Wealth Management Services, LLC held 10,613.00 shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $537,660.00. This investment constitutes 0.04% of their stock portfolio, and Advocacy Wealth Management Services, LLC now holds 0.01% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.
The initial trade took place in 2022Q1. And since then Advocacy Wealth Management Services, LLC has made 7 purchases of TFLO, at an average price of $50.32, for a total of 1.24 Mil shares. In addition, there have been 6 sales at an average price of $50.58 for 1.23 Mil shares. Based on historical transaction data and TFLO's current price of $50.60, Advocacy Wealth Management Services, LLC's estimated gain on his TFLO holdings is $328,694.06, reflecting a 0.53% gain to date.
Advocacy Wealth Management Services, LLC TFLO ($50.60) Holding Chart
Advocacy Wealth Management Services, LLC TFLO ($50.60) 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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