Arkadios Wealth Advisors Wisdomtree Floating Rate Treas Transaction History
Arkadios Wealth Advisors
- $3.83 Billion
- Q3 2025
A detailed history of Arkadios Wealth Advisors transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Arkadios Wealth Advisors holds 68,558 shares of USFR stock, worth $3.45 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
68,558
Previous 38,423
78.43%
Holding current value
$3.45 Million
Previous $1.93 Million
78.27%
% of portfolio
0.09%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
611Shares Held
249MCall 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
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% 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