Dynamic Advisor Solutions LLC Wisdomtree Floating Rate Treas Transaction History
Dynamic Advisor Solutions LLC
- $3.33 Billion
- Q3 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 8,941 shares of USFR stock, worth $450,179. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,941
Previous 8,697
2.81%
Holding current value
$450,179
Previous $437,000
2.75%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding USFR
# of Institutions
606Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio