Comprehensive Financial Consultants Institutional, Inc. Wisdomtree Floating Rate Treas Transaction History
Comprehensive Financial Consultants Institutional, Inc.
- $259 Million
- Q3 2024
A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 17,340 shares of USFR stock, worth $871,855. This represents 0.34% of its overall portfolio holdings.
Number of Shares
17,340
Previous 14,646
18.39%
Holding current value
$871,855
Previous $736,000
18.21%
% of portfolio
0.34%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$984 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$981 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$890 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$772 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$649 Million0.3% of portfolio