Axxcess Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 198,386 shares of USFR stock, worth $9.99 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
198,386
Previous 221,220
10.32%
Holding current value
$9.99 Million
Previous $11.1 Million
10.14%
% of portfolio
0.25%
Previous 0.28%
Shares
11 transactions
Others Institutions Holding USFR
# of Institutions
585Shares Held
221MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$969 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$752 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$635 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio