Portfolio Design Labs, LLC Wisdomtree Floating Rate Treas Transaction History
Portfolio Design Labs, LLC
- $509 Billion
- Q2 2025
A detailed history of Portfolio Design Labs, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Portfolio Design Labs, LLC holds 40,937 shares of USFR stock, worth $2.06 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
40,937Holding current value
$2.06 Million% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
602Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
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Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
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Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio