Vertex Planning Partners, LLC TFLO Holdings History
Vertex Planning Partners, LLC's iShares Treasury Floating Rate Bond ETF Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held 282,250.00 shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $14.30 Mil. This investment constitutes 3.12% of their stock portfolio, and Vertex Planning Partners, LLC now holds 0.2% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.
The initial trade took place in 2022Q4. And since then Vertex Planning Partners, LLC has made 7 purchases of TFLO, at an average price of $50.34, for a total of 316,393.00 shares. In addition, there have been 2 sales at an average price of $50.59 for 34,143.00 shares. Based on historical transaction data and TFLO's current price of $50.60, Vertex Planning Partners, LLC's estimated gain on his TFLO holdings is $80,391.73, reflecting a 0.50% gain to date.
Vertex Planning Partners, LLC TFLO ($50.60) Holding Chart
Vertex Planning Partners, LLC 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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