Grey Fox Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Grey Fox Wealth Advisors, LLC

$359 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	BUY	$50.21 - $50.41 $2,861 - $2,873	57 New	57 $2.88 Million

Others Institutions Holding USFR

# of Institutions

517

Shares Held

228M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

22.6M
Shares

$1.14 Billion
0.1% of portfolio
Morgan Stanley New York, NY

20.6M
Shares

$1.04 Billion
0.08% of portfolio
Summit Trail Advisors, LLC New York, NY

20.3M
Shares

$1.02 Billion
27.13% of portfolio
Jpmorgan Chase & CO New York, NY

19.5M
Shares

$982 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$659 Million
0.34% of portfolio

About WISDOMTREE FLOATING RATE TREAS

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