Alpine Bank Wealth Management Wisdomtree Floating Rate Treas Transaction History
Alpine Bank Wealth Management
- $711 Billion
- Q3 2025
A detailed history of Alpine Bank Wealth Management transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Alpine Bank Wealth Management holds 1,378,741 shares of USFR stock, worth $69.4 Million. This represents 9.75% of its overall portfolio holdings.
Number of Shares
1,378,741
Previous 1,489,055
7.41%
Holding current value
$69.4 Million
Previous $74.9 Billion
7.48%
% of portfolio
9.75%
Previous 11.32%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
604Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio