Allen Capital Group, LLC Wisdomtree Floating Rate Treas Transaction History
Allen Capital Group, LLC
- $752 Million
- Q1 2024
A detailed history of Allen Capital Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Allen Capital Group, LLC holds 51,463 shares of USFR stock, worth $2.59 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
51,463Holding current value
$2.59 Million% of portfolio
0.34%Shares
1 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
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Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
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Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
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Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13MShares$655 Million0.36% of portfolio