Integrity Wealth Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History
Integrity Wealth Advisors, Inc.
- $136 Billion
- Q1 2025
A detailed history of Integrity Wealth Advisors, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Integrity Wealth Advisors, Inc. holds 38,094 shares of USFR stock, worth $1.92 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
38,094
Previous 18,033
111.25%
Holding current value
$1.92 Million
Previous $907 Million
111.31%
% of portfolio
1.41%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
615Shares Held
248MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.8MShares$944 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio