Stapp Wealth Management, Pllc Wisdomtree Floating Rate Treas Transaction History
Stapp Wealth Management, Pllc
- $53 Million
- Q2 2024
A detailed history of Stapp Wealth Management, Pllc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Stapp Wealth Management, Pllc holds 319,414 shares of USFR stock, worth $16.1 Million. This represents 30.34% of its overall portfolio holdings.
Number of Shares
319,414
Previous 323,468
1.25%
Holding current value
$16.1 Million
Previous $16.3 Million
1.22%
% of portfolio
30.34%
Previous 30.92%
Shares
8 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