Number of Shares
124,268.00
Current Holdings Value*
$6.28 Mil
% of Portfolio
2.45%
Total Estimate Gain
$-7,231.21
% of Total Estimate Gain
-0.10%

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 $50.52, PALO ALTO WEALTH ADVISORS, LLC's estimated gain on his TFLO holdings is $-7,231.21, reflecting a -0.10% gain to date.

PALO ALTO WEALTH ADVISORS, LLC TFLO ($50.52) Holding Chart

PALO ALTO WEALTH ADVISORS, LLC TFLO ($50.52) 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 %

Top Ranked Articles

  • 1