Bernardo Wealth Planning LLC Wisdomtree Floating Rate Treas Transaction History
Bernardo Wealth Planning LLC
- $412 Million
- Q3 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 92,957 shares of USFR stock, worth $4.68 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
92,957
Previous 95,663
2.83%
Holding current value
$4.68 Million
Previous $4.81 Million
2.72%
% of portfolio
1.13%
Previous 1.29%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
518Shares Held
227MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio