Global Wealth Strategies & Associates Wisdomtree Floating Rate Treas Transaction History
Global Wealth Strategies & Associates
- $389 Billion
- Q3 2025
A detailed history of Global Wealth Strategies & Associates transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 592 shares of USFR stock, worth $29,807. This represents 0.01% of its overall portfolio holdings.
Number of Shares
592
Previous 672
11.9%
Holding current value
$29,807
Previous $33.8 Million
11.98%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
603Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio