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Goldstone Financial Group’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Goldstone Financial Group’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-36,120
Closed -$1.86M – 201
2024
Q2 		$1.86M Buy
+36,120
New +$1.87M 0.37% 53

Other funds holding TFLR

CWM
Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $176M AUM 16.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
AWM
Aviso Wealth Management Bellevue, Washington $222M AUM 29.31% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ALC
Alexander Labrunerie & Co Columbia, Missouri $267M AUM 21.24% 1-Year Est. Return

Goldstone Financial Group's TFLR Position: Q3 2024 in Review

Goldstone Financial Group sold out of T. Rowe Price Floating Rate ETF (TFLR) in Q3 2024, closing a stake of 36,120 shares — an estimated $1.86M sold.

Goldstone Financial Group first reported a position in TFLR in Q2 2024 and held it in 1 quarter. The position peaked at $1.86M in Q2 2024. 32 funds tracked by Wall St. Rank hold TFLR as of Q3 2024.

  • Goldstone Financial Group reported no remaining T. Rowe Price Floating Rate ETF position as of Q3 2024 after selling out during the quarter.
  • Goldstone Financial Group sold 36,120 T. Rowe Price Floating Rate ETF shares in Q3 2024, an estimated $1.86M.
  • Goldstone Financial Group first reported a position in T. Rowe Price Floating Rate ETF in Q2 2024 and held it in 1 quarter.
  • Goldstone Financial Group's T. Rowe Price Floating Rate ETF position peaked at $1.86M in Q2 2024.
  • 32 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q3 2024.

Based on Goldstone Financial Group's 13F filing for Q3 2024, filed 28 Oct 2024.