Curran Financial Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Curran Financial Partners, LLC
- $292 Million
- Q3 2024
A detailed history of Curran Financial Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Curran Financial Partners, LLC holds 126,959 shares of USFR stock, worth $6.41 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
126,959
Previous 250,108
49.24%
Holding current value
$6.41 Million
Previous $12.6 Million
49.33%
% of portfolio
2.18%
Previous 5.11%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
528Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio