Comprehensive Money Management Services LLC Wisdomtree Floating Rate Treas Transaction History
Comprehensive Money Management Services LLC
- $124 Billion
- Q1 2025
A detailed history of Comprehensive Money Management Services LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Comprehensive Money Management Services LLC holds 26,324 shares of USFR stock, worth $1.32 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
26,324
Previous 32,599
19.25%
Holding current value
$1.32 Million
Previous $1.64 Billion
19.23%
% of portfolio
1.07%
Previous 1.35%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
593Shares Held
220MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$967 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$750 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio