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 $255,222. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,073
Previous 1,904,965
99.73%
Holding current value
$255,222
Previous $95.9 Million
99.73%
% of portfolio
0.01%
Previous 5.34%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
602Shares 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