Alpine Bank Wealth Management Wisdomtree Floating Rate Treas Transaction History
Alpine Bank Wealth Management
- $662 Billion
- Q2 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 1,489,055 shares of USFR stock, worth $75.1 Million. This represents 11.32% of its overall portfolio holdings.
Number of Shares
1,489,055
Previous 1,077,045
38.25%
Holding current value
$75.1 Million
Previous $54.2 Billion
38.2%
% of portfolio
11.32%
Previous 8.7%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
616Shares Held
248MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.8MShares$947 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$789 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$646 Million0.26% of portfolio