Gateway Wealth Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Gateway Wealth Partners, LLC
- $279 Billion
- Q1 2024
A detailed history of Gateway Wealth Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 34,644 shares of USFR stock, worth $1.74 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
34,644
Previous 32,718
5.89%
Holding current value
$1.74 Million
Previous $1.64 Billion
5.99%
% of portfolio
0.63%
Previous 0.66%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
497Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio