Global Wealth Strategies & Associates Wisdomtree Floating Rate Treas Transaction History
Global Wealth Strategies & Associates
- $330 Billion
- Q1 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 677 shares of USFR stock, worth $34,066. This represents 0.01% of its overall portfolio holdings.
Number of Shares
677
Previous 41,825
98.38%
Holding current value
$34,066
Previous $2.1 Billion
98.38%
% of portfolio
0.01%
Previous 0.66%
Shares
6 transactions
Others Institutions Holding USFR
# of Institutions
615Shares 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