Independent Wealth Network Inc. Wisdomtree Floating Rate Treas Transaction History
Independent Wealth Network Inc.
- $208 Million
- Q2 2024
A detailed history of Independent Wealth Network Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Independent Wealth Network Inc. holds 10,179 shares of USFR stock, worth $512,919. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,179
Previous 10,383
1.96%
Holding current value
$512,919
Previous $522,000
1.92%
% of portfolio
0.25%
Previous 0.25%
Shares
8 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