Center For Financial Planning, Inc. Wisdomtree Floating Rate Treas Transaction History
Center For Financial Planning, Inc.
- $869 Million
- Q2 2025
A detailed history of Center For Financial Planning, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 3,266 shares of USFR stock, worth $164,475. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,266Holding current value
$164,475% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
608Shares Held
248MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.8MShares$945 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio