Position history for Wealthspire Advisors, LLC's holdings in ISHARES TR
Wealthspire Advisors, LLC holds 1.7M shares of TFLO (ISHARES TR), worth $87M as of 2025-Q4. The position was increased (++18.3% shares). TFLO represents 0.7% of Wealthspire Advisors, LLC's portfolio.
Current Value
$87M
Current Shares
1.7M
Total Value Change
+$16.9M
Total Shares Change
+341,361
Other major holders of TFLO: ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, Kestra Advisory Services, LLC
Increased |
| 1.7M |
+18.3% |
| $87M |
| 0.7% |
| $50.30 |
49 |
| 2025-Q3 | Increased | 1.5M | +12.3% | $73.7M | 0.4% | $49.77 | 40 |
| 2025-Q2 | Increased | 1.3M | +2.5% | $65.7M | 0.4% | $49.28 | 36 |
| 2025-Q1 | Increased | 1.3M | +4.0% | $64.1M | 0.4% | $48.77 | 37 |
| 2024-Q4 | Decreased | 1.2M | -4.3% | $61.4M | 0.6% | $48.26 | 0 |
| 2024-Q3 | Decreased | 1.3M | -8.0% | $64.4M | 0.7% | $47.64 | 0 |
| 2024-Q2 | Increased | 1.4M | +43.0% | $70.1M | 0.9% | $47.08 | 56 |