Melfa Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Melfa Wealth Management, LLC
- $152 Billion
- Q3 2024
A detailed history of Melfa Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 4,145 shares of USFR stock, worth $209,115. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,145
Previous 4,145
-0.0%
Holding current value
$209,115
Previous $209 Million
0.18%
% of portfolio
0.14%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
528Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio