Carlton Hofferkamp & Jenks Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $246 Million
- Q2 2024
A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 21,514 shares of USFR stock, worth $1.08 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
21,514
Previous 21,713
0.92%
Holding current value
$1.08 Million
Previous $1.09 Million
0.82%
% of portfolio
0.44%
Previous 0.46%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall 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, NY15.8MShares$798 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$660 Million0.34% of portfolio