Family Legacy Financial Solutions, LLC Wisdomtree Floating Rate Treas Transaction History
Family Legacy Financial Solutions, LLC
- $131 Billion
- Q3 2025
A detailed history of Family Legacy Financial Solutions, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Family Legacy Financial Solutions, LLC holds 425,668 shares of USFR stock, worth $21.4 Million. This represents 16.38% of its overall portfolio holdings.
Number of Shares
425,668
Previous 377,362
12.8%
Holding current value
$21.4 Million
Previous $19 Billion
12.71%
% of portfolio
16.38%
Previous 16.1%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
604Shares Held
254MCall 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$796 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$784 Million0.28% of portfolio