Gateway Wealth Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Gateway Wealth Partners, LLC
- $386 Billion
- Q4 2024
A detailed history of Gateway Wealth Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 66,159 shares of USFR stock, worth $3.34 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
66,159
Previous 62,527
5.81%
Holding current value
$3.34 Million
Previous $3.14 Billion
6.02%
% of portfolio
0.86%
Previous 0.87%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
580Shares Held
220MCall 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$971 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$637 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio