Continuum Advisory, LLC Wisdomtree Floating Rate Treas Transaction History
Continuum Advisory, LLC
- $778 Million
- Q3 2024
A detailed history of Continuum Advisory, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Continuum Advisory, LLC holds 5,518 shares of USFR stock, worth $277,445. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,518
Previous 5,518
-0.0%
Holding current value
$277,445
Previous $277,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
13 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