Heritage Wealth Advisors Wisdomtree Floating Rate Treas Transaction History
Heritage Wealth Advisors
- $2.16 Billion
- Q2 2024
A detailed history of Heritage Wealth Advisors transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Heritage Wealth Advisors holds 244 shares of USFR stock, worth $12,268. This represents 0.0% of its overall portfolio holdings.
Number of Shares
244
Previous 141
73.05%
Holding current value
$12,268
Previous $7,000
71.43%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio