Fourth Dimension Wealth, LLC Wisdomtree Floating Rate Treas Transaction History
Fourth Dimension Wealth, LLC
- $237 Billion
- Q2 2025
A detailed history of Fourth Dimension Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 19,952 shares of USFR stock, worth $1 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
19,952
Previous 17,580
13.49%
Holding current value
$1 Million
Previous $885 Million
13.45%
% of portfolio
0.42%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
267MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
-
Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio