Alpine Bank Wealth Management Wisdomtree Floating Rate Treas Transaction History
Alpine Bank Wealth Management
- $623 Billion
- Q1 2025
A detailed history of Alpine Bank Wealth Management transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Alpine Bank Wealth Management holds 1,077,045 shares of USFR stock, worth $54.2 Million. This represents 8.7% of its overall portfolio holdings.
Number of Shares
1,077,045
Previous 1,487,743
27.61%
Holding current value
$54.2 Million
Previous $74.7 Billion
27.45%
% of portfolio
8.7%
Previous 11.94%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
603Shares Held
226MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Morgan Stanley New York, NY19.2MShares$968 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio