Atria Wealth Solutions, Inc. Wisdomtree Floating Rate Treas Transaction History
Atria Wealth Solutions, Inc.
- $4.15 Billion
- Q2 2025
A detailed history of Atria Wealth Solutions, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 210,150 shares of USFR stock, worth $10.6 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
210,150
Previous 380,317
44.74%
Holding current value
$10.6 Million
Previous $19.1 Million
44.77%
% of portfolio
0.25%
Previous 0.24%
Shares
17 transactions
Others Institutions Holding USFR
# of Institutions
614Shares Held
248MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.8MShares$944 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio