Advyzon Investment Management, LLC Wisdomtree Floating Rate Treas Transaction History
Advyzon Investment Management, LLC
- $259 Billion
- Q4 2024
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 38,128 shares of USFR stock, worth $1.92 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
38,128Holding current value
$1.92 Million% of portfolio
0.74%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
564Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
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Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
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Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio