Advisor Resource Council Wisdomtree Floating Rate Treas Transaction History
Advisor Resource Council
- $251 Million
- Q2 2025
A detailed history of Advisor Resource Council transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Advisor Resource Council holds 13,866 shares of USFR stock, worth $698,153. This represents 0.28% of its overall portfolio holdings.
Number of Shares
13,866
Previous 18,983
26.96%
Holding current value
$698,153
Previous $955,000
27.02%
% of portfolio
0.28%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
602Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio