Fortress Wealth Management, Inc. Wisdomtree Floating Rate Treas Transaction History
Fortress Wealth Management, Inc.
- $177 Million
- Q4 2024
A detailed history of Fortress Wealth Management, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 137,126 shares of USFR stock, worth $6.92 Million. This represents 3.9% of its overall portfolio holdings.
Number of Shares
137,126
Previous 129,886
5.57%
Holding current value
$6.92 Million
Previous $6.52 Million
5.8%
% of portfolio
3.9%
Previous 3.62%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
544Shares Held
209MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio