Founders Financial Alliance, LLC Wisdomtree Floating Rate Treas Transaction History
Founders Financial Alliance, LLC
- $352 Million
- Q3 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 30,698 shares of USFR stock, worth $1.55 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
30,698
Previous 16,860
82.08%
Holding current value
$1.55 Million
Previous $848,000
81.72%
% of portfolio
0.44%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
561Shares Held
228MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.6MShares$986 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio