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 $4.12 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
81,785
Previous 66,718
22.58%
Holding current value
$4.12 Million
Previous $3.36 Billion
22.36%
% of portfolio
1.86%
Previous 1.89%
Shares
13 transactions
Others Institutions Holding USFR
# of Institutions
522Shares Held
223MCall 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
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$891 Million22.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio