Founders Financial Alliance, LLC Wisdomtree Floating Rate Treas Transaction History
Founders Financial Alliance, LLC
- $356 Million
- Q4 2024
A detailed history of Founders Financial Alliance, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 25,845 shares of USFR stock, worth $1.3 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
25,845
Previous 30,698
15.81%
Holding current value
$1.3 Million
Previous $1.54 Million
15.64%
% of portfolio
0.36%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
575Shares Held
219MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio