Insight Wealth Strategies, LLC TFLR Holdings History
Insight Wealth Strategies, LLC's T. Rowe Price Floating Rate ETF Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 416,019.00 shares of T. Rowe Price Floating Rate ETF(TFLR), totaling $21.42 Mil. This investment constitutes 2.71% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 7.36% of the outstanding T. Rowe Price Floating Rate ETF(TFLR) stock.
The initial trade took place in 2025Q2. And since then Insight Wealth Strategies, LLC has made 1 purchases of TFLR, at an average price of $51.03, for a total of 416,019.00 shares. Based on historical transaction data and TFLR's current price of $51.71, Insight Wealth Strategies, LLC's estimated gain on his TFLR holdings is $282,892.92, reflecting a 1.33% gain to date.
Insight Wealth Strategies, LLC TFLR ($51.71) Holding Chart
Insight Wealth Strategies, LLC TFLR ($51.71) 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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