Family Legacy Financial Solutions, LLC Wisdomtree Floating Rate Treas Transaction History
Family Legacy Financial Solutions, LLC
- $118 Billion
- Q2 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 377,362 shares of USFR stock, worth $19 Million. This represents 16.1% of its overall portfolio holdings.
Number of Shares
377,362Holding current value
$19 Million% of portfolio
16.1%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
615Shares Held
248MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
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Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
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Morgan Stanley New York, NY18.8MShares$944 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio