Etesian Wealth Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History
Etesian Wealth Advisors, Inc.
- $221 Billion
- Q3 2024
A detailed history of Etesian Wealth Advisors, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 81,785 shares of USFR stock, worth $4.13 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
81,785
Previous 66,718
22.58%
Holding current value
$4.13 Million
Previous $3.36 Billion
22.36%
% of portfolio
1.86%
Previous 1.89%
Shares
13 transactions
Others Institutions Holding USFR
# of Institutions
528Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio