Robinson Smith Wealth Advisors LLC Wisdomtree Floating Rate Treas Transaction History
Robinson Smith Wealth Advisors LLC
- $114 Billion
- Q2 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 15,801 shares of USFR stock, worth $794,632. This represents 0.7% of its overall portfolio holdings.
Number of Shares
15,801
Previous 15,801
-0.0%
Holding current value
$794,632
Previous $795 Million
0.04%
% of portfolio
0.7%
Previous 0.76%
Shares
1 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