PALO ALTO WEALTH ADVISORS, LLC TFLO Holdings History
PALO ALTO WEALTH ADVISORS, LLC's iShares Treasury Floating Rate Bond ETF Holding Summary
As of 2025-03-31, PALO ALTO WEALTH ADVISORS, LLC held 124,268.00 shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $6.28 Mil. This investment constitutes 2.45% of their stock portfolio, and PALO ALTO WEALTH ADVISORS, LLC now holds 0.09% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.
The initial trade took place in 2023Q4. And since then PALO ALTO WEALTH ADVISORS, LLC has made 5 purchases of TFLO, at an average price of $50.57, for a total of 142,742.00 shares. In addition, there have been 1 sales at an average price of $50.54 for 18,474.00 shares. Based on historical transaction data and TFLO's current price of $50.55, PALO ALTO WEALTH ADVISORS, LLC's estimated gain on his TFLO holdings is $-3,503.17, reflecting a -0.05% gain to date.
PALO ALTO WEALTH ADVISORS, LLC TFLO ($50.55) Holding Chart
PALO ALTO WEALTH ADVISORS, LLC TFLO ($50.55) 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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