Iag Wealth Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Iag Wealth Partners, LLC
- $494 Million
- Q2 2024
A detailed history of Iag Wealth Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 9,954 shares of USFR stock, worth $501,183. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,954
Previous 5,538
79.74%
Holding current value
$501,183
Previous $278,000
79.86%
% of portfolio
0.1%
Previous 0.06%
Shares
7 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