Annex Advisory Services, LLC Wisdomtree Floating Rate Treas Transaction History
Annex Advisory Services, LLC
- $3.04 Billion
- Q2 2025
A detailed history of Annex Advisory Services, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Annex Advisory Services, LLC holds 19,542 shares of USFR stock, worth $984,330. This represents 0.03% of its overall portfolio holdings.
Number of Shares
19,542
Previous 20,194
3.23%
Holding current value
$984,330
Previous $1.02 Million
3.25%
% of portfolio
0.03%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.13 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.7MShares$944 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio