Halbert Hargrove Global Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Halbert Hargrove Global Advisors, LLC
- $1.89 Billion
- Q2 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 382 shares of USFR stock, worth $19,275. This represents 0.0% of its overall portfolio holdings.
Number of Shares
382
Previous 1,904,965
99.98%
Holding current value
$19,275
Previous $95.9 Million
99.98%
% of portfolio
0.0%
Previous 5.34%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
616Shares Held
248MCall 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$947 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$789 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$646 Million0.26% of portfolio