Altus Wealth Group LLC Wisdomtree Floating Rate Treas Transaction History
Altus Wealth Group LLC
- $235 Million
- Q3 2025
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 6,653 shares of USFR stock, worth $334,978. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,653
Previous 7,459
10.81%
Holding current value
$334,978
Previous $375,000
10.93%
% of portfolio
0.14%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
233MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.3MShares$719 Million0.22% of portfolio