Golden State Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
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 130,874 shares of USFR stock, worth $6.59 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
130,874Holding current value
$6.59 Million% of portfolio
0.99%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
585Shares Held
221MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
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Morgan Stanley New York, NY19.2MShares$968 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
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Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio