Horst & Graben Wealth Management LLC Wisdomtree Floating Rate Treas Transaction History

Horst & Graben Wealth Management LLC

$508 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	BUY	$50.21 - $50.49 $3.03 Million - $3.05 Million	60,319 New	60,319 $3.03 Million

Others Institutions Holding USFR

# of Institutions

527

Shares Held

228M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

22.6M
Shares

$1.14 Billion
0.1% of portfolio
Morgan Stanley New York, NY

20.6M
Shares

$1.04 Billion
0.08% of portfolio
Summit Trail Advisors, LLC New York, NY

20.3M
Shares

$1.02 Billion
27.13% of portfolio
Jpmorgan Chase & CO New York, NY

15.8M
Shares

$798 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$660 Million
0.34% of portfolio

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Horst & Graben Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horst & Graben Wealth Management LLC with notifications on news.