Exit Wealth Advisors, Llc. Wisdomtree Floating Rate Treas Transaction History
Exit Wealth Advisors, Llc.
- $150 Billion
- Q3 2025
A detailed history of Exit Wealth Advisors, Llc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Exit Wealth Advisors, Llc. holds 71,576 shares of USFR stock, worth $3.6 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
71,576Holding current value
$3.6 Million% of portfolio
2.4%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
612Shares Held
249MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
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Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
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Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
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Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio