American Planning Services, Inc. Wisdomtree Floating Rate Treas Transaction History
American Planning Services, Inc.
- $130 Million
- Q2 2024
A detailed history of American Planning Services, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, American Planning Services, Inc. holds 108,394 shares of USFR stock, worth $5.46 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
108,394
Previous 127,891
15.25%
Holding current value
$5.46 Million
Previous $6.43 Million
15.21%
% of portfolio
4.2%
Previous 5.1%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$798 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$660 Million0.34% of portfolio