Centennial Wealth Advisory LLC Wisdomtree Floating Rate Treas Transaction History
Centennial Wealth Advisory LLC
- $229 Million
- Q2 2024
A detailed history of Centennial Wealth Advisory LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Centennial Wealth Advisory LLC holds 31,319 shares of USFR stock, worth $1.57 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
31,319
Previous 29,352
6.7%
Holding current value
$1.57 Million
Previous $1.48 Million
6.71%
% of portfolio
0.69%
Previous 0.69%
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$796 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$658 Million0.34% of portfolio