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 $5.46 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
108,286
Previous 93,150
16.25%
Holding current value
$5.46 Million
Previous $4.69 Million
16.05%
% of portfolio
0.64%
Previous 0.62%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
528Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$892 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio