Goldstone Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History
Goldstone Financial Group, LLC
- $575 Billion
- Q3 2024
A detailed history of Goldstone Financial Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 69,716 shares of USFR stock, worth $3.51 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
69,716Holding current value
$3.51 Million% of portfolio
0.61%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$985 Million0.07% of portfolio
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Jpmorgan Chase & CO New York, NY19.5MShares$982 Million0.08% of portfolio
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Summit Trail Advisors, LLC New York, NY17.7MShares$890 Million22.36% of portfolio
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Bank Of America Corp Charlotte, NC15.4MShares$772 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$649 Million0.3% of portfolio