Adirondack Retirement Specialists, Inc. Wisdomtree Floating Rate Treas Transaction History
Adirondack Retirement Specialists, Inc.
- $109 Million
- Q3 2023
A detailed history of Adirondack Retirement Specialists, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Adirondack Retirement Specialists, Inc. holds 241,808 shares of USFR stock, worth $12.2 Million. This represents 11.12% of its overall portfolio holdings.
Number of Shares
241,808
Previous 232,356
4.07%
Holding current value
$12.2 Million
Previous $11.7 Million
4.06%
% of portfolio
11.12%
Previous 10.36%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
580Shares Held
220MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$971 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$637 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio