Bip Wealth, LLC Wisdomtree Floating Rate Treas Transaction History
Bip Wealth, LLC
- $1.37 Trillion
- Q1 2024
A detailed history of Bip Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Bip Wealth, LLC holds 6,087,286 shares of USFR stock, worth $307 Million. This represents 22.39% of its overall portfolio holdings.
Number of Shares
6,087,286
Previous 5,696,462
6.86%
Holding current value
$307 Million
Previous $286 Billion
6.97%
% of portfolio
22.39%
Previous 22.52%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
496Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio