Bruce G. Allen Investments, LLC Wisdomtree Floating Rate Treas Transaction History
Bruce G. Allen Investments, LLC
- $129 Billion
- Q3 2024
A detailed history of Bruce G. Allen Investments, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 805 shares of USFR stock, worth $40,588. This represents 0.03% of its overall portfolio holdings.
Number of Shares
805
Previous 972
17.18%
Holding current value
$40,588
Previous $48.9 Million
17.3%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
528Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$892 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio