Financial Security Advisor, Inc. Wisdomtree Floating Rate Treas Transaction History
Financial Security Advisor, Inc.
- $434 Billion
- Q2 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 329,928 shares of USFR stock, worth $16.6 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
329,928
Previous 315,960
4.42%
Holding current value
$16.6 Million
Previous $15.9 Billion
4.38%
% of portfolio
3.82%
Previous 4.03%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
607Shares Held
249MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.8MShares$945 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio