Householder Group Estate & Retirement Specialist, LLC Wisdomtree Floating Rate Treas Transaction History
Householder Group Estate & Retirement Specialist, LLC
- $356 Million
- Q2 2024
A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 1,379 shares of USFR stock, worth $69,487. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,379
Previous 1,424
3.16%
Holding current value
$69,487
Previous $71,000
2.82%
% of portfolio
0.02%
Previous 0.02%
Shares
4 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$798 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$660 Million0.34% of portfolio