Gsb Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Gsb Wealth Management, LLC
- $363 Million
- Q2 2024
A detailed history of Gsb Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Gsb Wealth Management, LLC holds 321,979 shares of USFR stock, worth $16.2 Million. This represents 4.46% of its overall portfolio holdings.
Number of Shares
321,979
Previous 288,575
11.58%
Holding current value
$16.2 Million
Previous $14.5 Million
11.62%
% of portfolio
4.46%
Previous 4.13%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall 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
-
Jpmorgan Chase & CO New York, NY15.8MShares$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio