Curran Financial Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Curran Financial Partners, LLC
- $246 Million
- Q2 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 250,108 shares of USFR stock, worth $12.6 Million. This represents 5.11% of its overall portfolio holdings.
Number of Shares
250,108
Previous 215,709
15.95%
Holding current value
$12.6 Million
Previous $10.8 Million
15.98%
% of portfolio
5.11%
Previous 4.53%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 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$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio