Gen Wealth Group, Inc. Wisdomtree Floating Rate Treas Transaction History
Gen Wealth Group, Inc.
- $492 Million
- Q2 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 6,367 shares of USFR stock, worth $321,406. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,367
Previous 5,843
8.97%
Holding current value
$321,406
Previous $294,000
8.84%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
615Shares Held
249MCall 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$947 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$789 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$646 Million0.26% of portfolio