Palo Alto Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Palo Alto Wealth Advisors, LLC
- $145 Billion
- Q2 2024
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 129,778 shares of USFR stock, worth $6.52 Million. This represents 4.51% of its overall portfolio holdings.
Number of Shares
129,778
Previous 175,131
25.9%
Holding current value
$6.52 Million
Previous $8.81 Billion
25.87%
% of portfolio
4.51%
Previous 6.21%
Shares
7 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