Root Financial Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Root Financial Partners, LLC
- $938 Billion
- Q1 2025
A detailed history of Root Financial Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Root Financial Partners, LLC holds 15,774 shares of USFR stock, worth $793,589. This represents 0.08% of its overall portfolio holdings.
Number of Shares
15,774
Previous 17,380
9.24%
Holding current value
$793,589
Previous $875 Million
9.22%
% of portfolio
0.08%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
612Shares Held
247MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.8MShares$944 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio