Compass Financial Services Inc Wisdomtree Floating Rate Treas Transaction History
Compass Financial Services Inc
- $206 Billion
- Q2 2025
A detailed history of Compass Financial Services Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Compass Financial Services Inc holds 45,649 shares of USFR stock, worth $2.3 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
45,649
Previous 19,658
132.22%
Holding current value
$2.3 Million
Previous $989 Million
132.12%
% of portfolio
1.11%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
267MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
-
Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio