Guided Capital Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Guided Capital Wealth Management, LLC
- $120 Billion
- Q1 2025
A detailed history of Guided Capital Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Guided Capital Wealth Management, LLC holds 273,738 shares of USFR stock, worth $13.8 Million. This represents 11.51% of its overall portfolio holdings.
Number of Shares
273,738
Previous 495,993
44.81%
Holding current value
$13.8 Million
Previous $25 Billion
44.8%
% of portfolio
11.51%
Previous 22.87%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
603Shares Held
226MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Morgan Stanley New York, NY19.2MShares$968 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio