Db Wealth Management Group, LLC Wisdomtree Floating Rate Treas Transaction History
Db Wealth Management Group, LLC
- $169 Million
- Q4 2023
A detailed history of Db Wealth Management Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 45,188 shares of USFR stock, worth $2.27 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
45,188
Previous 55,601
18.73%
Holding current value
$2.27 Million
Previous $2.8 Million
18.84%
% of portfolio
1.34%
Previous 1.83%
Shares
5 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$967 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$750 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio