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 $6.39 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
126,959
Previous 250,108
49.24%
Holding current value
$6.39 Million
Previous $12.6 Million
49.33%
% of portfolio
2.18%
Previous 5.11%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
522Shares Held
223MCall 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
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$891 Million22.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio