Nerd Wallet Wealth Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Nerd Wallet Wealth Partners, LLC
- $223 Billion
- Q4 2025
A detailed history of Nerd Wallet Wealth Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Nerd Wallet Wealth Partners, LLC holds 14,413 shares of USFR stock, worth $725,694. This represents 0.33% of its overall portfolio holdings.
Number of Shares
14,413
Previous 16,071
10.32%
Holding current value
$725,694
Previous $808 Million
10.23%
% of portfolio
0.33%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
609Shares Held
248MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio