Holistic Planning, LLC Wisdomtree Floating Rate Treas Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Holistic Planning, LLC holds 902,957 shares of USFR stock, worth $45.6 Million. This represents 19.18% of its overall portfolio holdings.
Number of Shares
902,957
Previous 186,320
384.63%
Holding current value
$45.6 Million
Previous $9.37 Billion
383.95%
% of portfolio
19.18%
Previous 7.2%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio