Gen Wealth Group, Inc. Wisdomtree Floating Rate Treas Transaction History
Gen Wealth Group, Inc.
- $432 Million
- Q3 2024
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 4,209 shares of USFR stock, worth $212,344. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,209Holding current value
$212,344% of portfolio
0.05%Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio