Guardian Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Guardian Wealth Advisors, LLC
- $754 Million
- Q2 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 231,348 shares of USFR stock, worth $11.6 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
231,348
Previous 93,989
146.14%
Holding current value
$11.6 Million
Previous $4.73 Million
146.28%
% of portfolio
1.54%
Previous 0.66%
Shares
3 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
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$891 Million22.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio