Denver Wealth Management, Inc. Wisdomtree Floating Rate Treas Transaction History
Denver Wealth Management, Inc.
- $185 Million
- Q2 2024
A detailed history of Denver Wealth Management, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 4,913 shares of USFR stock, worth $247,566. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,913Holding current value
$247,566% of portfolio
0.13%Shares
1 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
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Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
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Jpmorgan Chase & CO New York, NY15.8MShares$798 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC13.1MShares$660 Million0.34% of portfolio