Authentikos Wealth Advisory, LLC Wisdomtree Floating Rate Treas Transaction History
Authentikos Wealth Advisory, LLC
- $103 Billion
- Q2 2024
A detailed history of Authentikos Wealth Advisory, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Authentikos Wealth Advisory, LLC holds 26,804 shares of USFR stock, worth $1.35 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
26,804
Previous 21,226
26.28%
Holding current value
$1.35 Million
Previous $1.07 Billion
26.33%
% of portfolio
1.3%
Previous 1.07%
Shares
6 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