Barnes Wealth Management Group, Inc Wisdomtree Floating Rate Treas Transaction History
Barnes Wealth Management Group, Inc
- $149 Billion
- Q4 2024
A detailed history of Barnes Wealth Management Group, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 7,917 shares of USFR stock, worth $398,304. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,917Holding current value
$398,304% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
228MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
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Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
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Morgan Stanley New York, NY19.2MShares$968 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio