Financial Consulate, Inc Wisdomtree Floating Rate Treas Transaction History
Financial Consulate, Inc
- $678 Million
- Q3 2025
A detailed history of Financial Consulate, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Financial Consulate, Inc holds 425 shares of USFR stock, worth $21,398. This represents 0.0% of its overall portfolio holdings.
Number of Shares
425Holding current value
$21,398% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
602Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% 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, NY18.7MShares$943 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio