Financial Security Advisor, Inc. Wisdomtree Floating Rate Treas Transaction History
Financial Security Advisor, Inc.
- $298 Billion
- Q2 2024
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 287,811 shares of USFR stock, worth $14.5 Million. This represents 4.85% of its overall portfolio holdings.
Number of Shares
287,811
Previous 256,900
12.03%
Holding current value
$14.5 Million
Previous $12.9 Billion
12.08%
% of portfolio
4.85%
Previous 4.52%
Shares
4 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