Collaborative Wealth Managment Inc. Wisdomtree Floating Rate Treas Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 127,599 shares of USFR stock, worth $6.44 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
127,599
Previous 118,449
7.72%
Holding current value
$6.44 Million
Previous $5.96 Million
7.53%
% of portfolio
2.98%
Previous 2.98%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
528Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio