Blue Rock Wealth Management LLC Wisdomtree Floating Rate Treas Transaction History
Blue Rock Wealth Management LLC
- $118 Billion
- Q1 2025
A detailed history of Blue Rock Wealth Management LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 18,922 shares of USFR stock, worth $952,722. This represents 0.81% of its overall portfolio holdings.
Number of Shares
18,922
Previous 20,996
9.88%
Holding current value
$952,722
Previous $1.06 Billion
9.86%
% of portfolio
0.81%
Previous 1.11%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
606Shares 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