Great Valley Advisor Group, Inc. Wisdomtree Floating Rate Treas Transaction History
Great Valley Advisor Group, Inc.
- $3.45 Billion
- Q2 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 27,644 shares of USFR stock, worth $1.39 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
27,644Holding current value
$1.39 Million% of portfolio
0.04%Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
518Shares Held
227MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
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Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio