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 $3.5 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
69,716Holding current value
$3.5 Million% of portfolio
0.61%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
231MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
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Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
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Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
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Jpmorgan Chase & CO New York, NY15.8MShares$796 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC13.1MShares$658 Million0.34% of portfolio