Barnes Wealth Management Group, Inc Wisdomtree Floating Rate Treas Transaction History
Barnes Wealth Management Group, Inc
- $169 Billion
- Q2 2025
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 8,940 shares of USFR stock, worth $450,129. This represents 0.27% of its overall portfolio holdings.
Number of Shares
8,940
Previous 8,498
5.2%
Holding current value
$450,129
Previous $428 Million
5.15%
% of portfolio
0.27%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
602Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.7MShares$943 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