Advyzon Investment Management, LLC Wisdomtree Floating Rate Treas Transaction History
Advyzon Investment Management, LLC
- $283 Billion
- Q1 2025
A detailed history of Advyzon Investment Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 34,737 shares of USFR stock, worth $1.75 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
34,737
Previous 38,128
8.89%
Holding current value
$1.75 Million
Previous $1.92 Billion
8.88%
% of portfolio
0.62%
Previous 0.74%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
228MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY19.2MShares$968 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio