Guided Capital Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Guided Capital Wealth Management, LLC
- $109 Billion
- Q4 2024
A detailed history of Guided Capital Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Guided Capital Wealth Management, LLC holds 495,993 shares of USFR stock, worth $25 Million. This represents 22.87% of its overall portfolio holdings.
Number of Shares
495,993Holding current value
$25 Million% of portfolio
22.87%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
561Shares Held
228MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
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Morgan Stanley New York, NY19.6MShares$986 Million0.07% of portfolio
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Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio