Legacy Wealth Asset Management, LLC TFLO Holdings History
Legacy Wealth Asset Management, LLC's iShares Treasury Floating Rate Bond ETF Holding Summary
As of 2025-03-31, Legacy Wealth Asset Management, LLC held 219,214.00 shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $11.11 Mil. This investment constitutes 3.07% of their stock portfolio, and Legacy Wealth Asset Management, LLC now holds 0.16% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.
The initial trade took place in 2022Q4. And since then Legacy Wealth Asset Management, LLC has made 8 purchases of TFLO, at an average price of $50.32, for a total of 369,336.00 shares. In addition, there have been 3 sales at an average price of $50.58 for 150,122.00 shares. Based on historical transaction data and TFLO's current price of $50.58, Legacy Wealth Asset Management, LLC's estimated gain on his TFLO holdings is $95,450.33, reflecting a 0.51% gain to date.
Legacy Wealth Asset Management, LLC TFLO ($50.58) Holding Chart
Legacy Wealth Asset Management, LLC TFLO ($50.58) 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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