Kiely Wealth Advisory Group, Inc. TFLO Holdings History
Kiely Wealth Advisory Group, Inc.'s iShares Treasury Floating Rate Bond ETF Holding Summary
As of 2024-12-31, Kiely Wealth Advisory Group, Inc. held 198,104.00 shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $10.02 Mil. This investment constitutes 6.44% of their stock portfolio, and Kiely Wealth Advisory Group, Inc. now holds 0.15% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.
The initial trade took place in 2023Q4. In addition, there have been 4 sales at an average price of $50.54 for 238,288.00 shares. Based on historical transaction data and TFLO's current price of $50.60, Kiely Wealth Advisory Group, Inc.'s estimated gain on his TFLO holdings is $-5,936.20, reflecting a -0.03% gain to date.
Kiely Wealth Advisory Group, Inc. TFLO ($50.60) Holding Chart
Kiely Wealth Advisory Group, Inc. 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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