Great Valley Advisor Group, Inc. Wisdomtree Floating Rate Treas Transaction History
Great Valley Advisor Group, Inc.
- $4.08 Billion
- Q2 2025
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 53,539 shares of USFR stock, worth $2.7 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
53,539
Previous 164,278
67.41%
Holding current value
$2.7 Million
Previous $8.27 Million
67.43%
% of portfolio
0.07%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
605Shares 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