Golden State Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Golden State Wealth Management, LLC
- $673 Billion
- Q1 2025
A detailed history of Golden State Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 119,397 shares of USFR stock, worth $6.01 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
119,397
Previous 226,804
47.36%
Holding current value
$6.01 Million
Previous $11.4 Million
52543.55%
% of portfolio
0.89%
Previous 0.86%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
614Shares Held
248MCall 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