Creative One Wealth, LLC Wisdomtree Floating Rate Treas Transaction History
Creative One Wealth, LLC
- $3 Billion
- Q4 2024
A detailed history of Creative One Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Creative One Wealth, LLC holds 95,992 shares of USFR stock, worth $4.84 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
95,992
Previous 96,742
0.78%
Holding current value
$4.84 Million
Previous $4.86 Million
0.58%
% of portfolio
0.16%
Previous 0.18%
Shares
12 transactions
Others Institutions Holding USFR
# of Institutions
586Shares Held
221MCall 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$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio