Vest Gen Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Vest Gen Advisors, LLC
- $2.2 Trillion
- Q1 2025
A detailed history of Vest Gen Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 26,296 shares of USFR stock, worth $1.32 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
26,296Holding current value
$1.32 Million% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
609Shares Held
247MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% 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, NY18.8MShares$944 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio