Insight Wealth Strategies, LLC
Position in TFLR — T. Rowe Price Floating Rate ETF
CIK 1749914
SAN RAMON, CA
All Filings in TFLR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TFLR | $13,887,777 | 275,770 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 TFLR | $24,854,759 | 483,518 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 TFLR | $23,525,689 | 457,209 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 TFLR | $21,395,857 | 416,019 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||