Forefront Wealth Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Forefront Wealth Partners, LLC
- $147 Billion
- Q1 2025
A detailed history of Forefront Wealth Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 10,496 shares of USFR stock, worth $528,053. This represents 0.36% of its overall portfolio holdings.
Number of Shares
10,496Holding current value
$528,053% of portfolio
0.36%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
606Shares Held
243MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% 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, NY19.2MShares$968 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio