Altus Wealth Group LLC Wisdomtree Floating Rate Treas Transaction History
Altus Wealth Group LLC
- $221 Million
- Q4 2024
A detailed history of Altus Wealth Group LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Altus Wealth Group LLC holds 8,476 shares of USFR stock, worth $426,851. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,476
Previous 9,060
6.45%
Holding current value
$426,851
Previous $454,000
6.17%
% of portfolio
0.19%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
584Shares Held
221MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$969 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$635 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio