Td Private Client Wealth LLC Wisdomtree Floating Rate Treas Transaction History
Td Private Client Wealth LLC
- $3.48 Trillion
- Q3 2024
A detailed history of Td Private Client Wealth LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Td Private Client Wealth LLC holds 124 shares of USFR stock, worth $6,235. This represents 0.0% of its overall portfolio holdings.
Number of Shares
124
Previous 159
22.01%
Holding current value
$6,235
Previous $8 Million
22.15%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$985 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$982 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$890 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$772 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$649 Million0.3% of portfolio