Haven Private, LLC Wisdomtree Floating Rate Treas Transaction History
Haven Private, LLC
- $177 Billion
- Q1 2025
A detailed history of Haven Private, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Haven Private, LLC holds 79,725 shares of USFR stock, worth $4.01 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
79,725Holding current value
$4.01 Million% of portfolio
2.27%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
606Shares Held
243MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
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Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
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Morgan Stanley New York, NY19.2MShares$968 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio