Comprehensive Financial Consultants Institutional, Inc. Wisdomtree Floating Rate Treas Transaction History
Comprehensive Financial Consultants Institutional, Inc.
- $243 Million
- Q2 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 14,646 shares of USFR stock, worth $735,522. This represents 0.3% of its overall portfolio holdings.
Number of Shares
14,646
Previous 11,565
26.64%
Holding current value
$735,522
Previous $581,000
26.68%
% of portfolio
0.3%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.13 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$796 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$658 Million0.34% of portfolio