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
530Shares Held
210MCall 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