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 $45.4 Million. This represents 19.18% of its overall portfolio holdings.
Number of Shares
902,957
Previous 186,320
384.63%
Holding current value
$45.4 Million
Previous $9.37 Billion
383.95%
% of portfolio
19.18%
Previous 7.2%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
521Shares Held
229MCall 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