Fourth Dimension Wealth, LLC Wisdomtree Floating Rate Treas Transaction History
Fourth Dimension Wealth, LLC
- $207 Billion
- Q1 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 17,580 shares of USFR stock, worth $884,098. This represents 0.43% of its overall portfolio holdings.
Number of Shares
17,580Holding current value
$884,098% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
598Shares Held
226MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
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Morgan Stanley New York, NY19.2MShares$967 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC14.9MShares$750 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
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Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio