Fortis Group Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Fortis Group Advisors, LLC
- $504 Billion
- Q2 2024
A detailed history of Fortis Group Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 156,415 shares of USFR stock, worth $7.86 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
156,415
Previous 154,546
1.21%
Holding current value
$7.86 Million
Previous $7.77 Billion
1.25%
% of portfolio
1.56%
Previous 1.43%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio