Financial Security Advisor, Inc. Wisdomtree Floating Rate Treas Transaction History
Financial Security Advisor, Inc.
- $286 Billion
- Q1 2024
A detailed history of Financial Security Advisor, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Financial Security Advisor, Inc. holds 256,900 shares of USFR stock, worth $13 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
256,900
Previous 201,182
27.7%
Holding current value
$13 Million
Previous $10.1 Billion
27.82%
% of portfolio
4.52%
Previous 3.97%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
497Shares Held
230MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.23 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$665 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$657 Million0.36% of portfolio