Dhjj Financial Advisors, Ltd. Wisdomtree Floating Rate Treas Transaction History
Dhjj Financial Advisors, Ltd.
- $204 Million
- Q1 2024
A detailed history of Dhjj Financial Advisors, Ltd. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 5,845 shares of USFR stock, worth $294,529. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,845
Previous 2,245
160.36%
Holding current value
$294,529
Previous $112,000
161.61%
% of portfolio
0.14%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
496Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$664 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio