Aj Wealth Strategies, LLC Wisdomtree Floating Rate Treas Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 1,529,063 shares of USFR stock, worth $77 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
1,529,063
Previous 1,307,301
16.96%
Holding current value
$77 Million
Previous $65.7 Million
17.08%
% of portfolio
3.72%
Previous 3.43%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
496Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio