La Salle St. Investment Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
La Salle St. Investment Advisors, LLC
- $322 Million
- Q4 2024
A detailed history of La Salle St. Investment Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, La Salle St. Investment Advisors, LLC holds 10,729 shares of USFR stock, worth $540,741. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,729
Previous 8,893
20.65%
Holding current value
$540,741
Previous $446,000
20.85%
% of portfolio
0.17%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
585Shares Held
221MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$752 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$635 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio