Cbiz Investment Advisory Services, LLC Wisdomtree Floating Rate Treas Transaction History
Cbiz Investment Advisory Services, LLC
- $2.55 Billion
- Q3 2025
A detailed history of Cbiz Investment Advisory Services, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 455 shares of USFR stock, worth $22,909. This represents 0.0% of its overall portfolio holdings.
Number of Shares
455Holding current value
$22,909% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
606Shares Held
251MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
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Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
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Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio