Halbert Hargrove Global Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Halbert Hargrove Global Advisors, LLC
- $1.76 Billion
- Q1 2025
A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 5,073 shares of USFR stock, worth $255,273. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,073
Previous 1,904,965
99.73%
Holding current value
$255,273
Previous $95.9 Million
99.73%
% of portfolio
0.01%
Previous 5.34%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
613Shares Held
247MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.8MShares$944 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio