Pine Harbor Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Pine Harbor Wealth Management, LLC
- $201 Billion
- Q3 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 9,316 shares of USFR stock, worth $469,246. This represents 0.23% of its overall portfolio holdings.
Number of Shares
9,316
Previous 9,316
-0.0%
Holding current value
$469,246
Previous $469 Million
0.18%
% of portfolio
0.23%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
556Shares Held
220MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.6MShares$986 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio