Financial Security Advisor, Inc. Wisdomtree Floating Rate Treas Transaction History
Financial Security Advisor, Inc.
- $470 Billion
- Q3 2025
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 321,658 shares of USFR stock, worth $16.2 Million. This represents 3.44% of its overall portfolio holdings.
Number of Shares
321,658
Previous 329,928
2.51%
Holding current value
$16.2 Million
Previous $16.6 Billion
2.58%
% of portfolio
3.44%
Previous 3.82%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
612Shares Held
249MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio