Gen Wealth Group, Inc. Wisdomtree Floating Rate Treas Transaction History
Gen Wealth Group, Inc.
- $448 Million
- Q1 2025
A detailed history of Gen Wealth Group, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 5,843 shares of USFR stock, worth $294,019. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,843
Previous 4,216
38.59%
Holding current value
$294,019
Previous $212,000
38.68%
% of portfolio
0.07%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
612Shares Held
247MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.8MShares$944 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio