Financial Services Advisory Inc Wisdomtree Floating Rate Treas Transaction History
Financial Services Advisory Inc
- $365 Million
- Q2 2024
A detailed history of Financial Services Advisory Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Financial Services Advisory Inc holds 7,895 shares of USFR stock, worth $397,829. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,895
Previous 7,895
-0.0%
Holding current value
$397,829
Previous $397,000
-0.0%
% of portfolio
0.11%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$798 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$660 Million0.34% of portfolio