Ci Private Wealth, LLC Wisdomtree Floating Rate Treas Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 2024
A detailed history of Ci Private Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Ci Private Wealth, LLC holds 16,215 shares of USFR stock, worth $815,452. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,215
Previous 15,727
3.1%
Holding current value
$815,452
Previous $790,000
3.16%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
521Shares Held
229MCall 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$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio