Fortitude Family Office, LLC Wisdomtree Floating Rate Treas Transaction History
Fortitude Family Office, LLC
- $305 Billion
- Q2 2025
A detailed history of Fortitude Family Office, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Fortitude Family Office, LLC holds 199,678 shares of USFR stock, worth $10.1 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
199,678
Previous 469,768
57.49%
Holding current value
$10.1 Million
Previous $23.6 Billion
57.51%
% of portfolio
3.3%
Previous 8.42%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
617Shares Held
248MCall 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$947 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$789 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$646 Million0.26% of portfolio