Barnes Wealth Management Group, Inc Wisdomtree Floating Rate Treas Transaction History
Barnes Wealth Management Group, Inc
- $156 Billion
- Q1 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 8,498 shares of USFR stock, worth $427,279. This represents 0.27% of its overall portfolio holdings.
Number of Shares
8,498
Previous 7,917
7.34%
Holding current value
$427,279
Previous $398 Million
7.37%
% of portfolio
0.27%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
615Shares Held
247MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.8MShares$944 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$786 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$643 Million0.26% of portfolio