Halbert Hargrove Global Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Halbert Hargrove Global Advisors, LLC
- $2.02 Billion
- Q3 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 18 shares of USFR stock, worth $906. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18
Previous 382
95.29%
Holding current value
$906
Previous $19,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding USFR
# of Institutions
602Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio