Yoder Wealth Management, Inc. Wisdomtree Floating Rate Treas Transaction History
Yoder Wealth Management, Inc.
- $167 Billion
- Q3 2024
A detailed history of Yoder Wealth Management, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 131,905 shares of USFR stock, worth $6.65 Million. This represents 3.98% of its overall portfolio holdings.
Number of Shares
131,905
Previous 138,260
4.6%
Holding current value
$6.65 Million
Previous $6.96 Billion
4.77%
% of portfolio
3.98%
Previous 4.5%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
528Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$892 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio