Gen Wealth Group, Inc. Wisdomtree Floating Rate Treas Transaction History
Gen Wealth Group, Inc.
- $436 Million
- Q4 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 4,216 shares of USFR stock, worth $212,570. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,216
Previous 4,209
0.17%
Holding current value
$212,570
Previous $211,000
0.47%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
570Shares Held
230MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio