Allen Capital Group, LLC Wisdomtree Floating Rate Treas Transaction History
Allen Capital Group, LLC
- $855 Million
- Q3 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 108,286 shares of USFR stock, worth $5.45 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
108,286
Previous 93,150
16.25%
Holding current value
$5.45 Million
Previous $4.69 Million
16.05%
% of portfolio
0.64%
Previous 0.62%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
522Shares Held
223MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$891 Million22.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio