Fiduciary Alliance LLC Wisdomtree Floating Rate Treas Transaction History
Fiduciary Alliance LLC
- $1.34 Trillion
- Q2 2025
A detailed history of Fiduciary Alliance LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Fiduciary Alliance LLC holds 6,000 shares of USFR stock, worth $302,220. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,000
Previous 6,000
-0.0%
Holding current value
$302,220
Previous $302 Million
0.04%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
607Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.13 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.7MShares$944 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