Financial Security Advisor, Inc. Wisdomtree Floating Rate Treas Transaction History
Financial Security Advisor, Inc.
- $394 Billion
- Q1 2025
A detailed history of Financial Security Advisor, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Financial Security Advisor, Inc. holds 315,960 shares of USFR stock, worth $15.9 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
315,960
Previous 293,218
7.76%
Holding current value
$15.9 Million
Previous $14.8 Billion
7.78%
% of portfolio
4.03%
Previous 3.75%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
609Shares 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