Activest Wealth Management Wisdomtree Floating Rate Treas Transaction History
Activest Wealth Management
- $287 Million
- Q2 2024
A detailed history of Activest Wealth Management transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Activest Wealth Management holds 153,142 shares of USFR stock, worth $7.69 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
153,142
Previous 81,258
88.46%
Holding current value
$7.69 Million
Previous $4.09 Million
88.55%
% of portfolio
2.69%
Previous 2.13%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.13 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$796 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$658 Million0.34% of portfolio