Gateway Wealth Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Gateway Wealth Partners, LLC
- $363 Billion
- Q3 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 62,527 shares of USFR stock, worth $3.15 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
62,527
Previous 35,608
75.6%
Holding current value
$3.15 Million
Previous $1.79 Billion
75.29%
% of portfolio
0.87%
Previous 0.54%
Shares
6 transactions
Others Institutions Holding USFR
# of Institutions
522Shares Held
223MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$891 Million22.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio