Jfs Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 4,087 shares of USFR stock, worth $206,230. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,087

Holding current value

$206,230

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$50.29 - $50.5 $205,535 - $206,393	4,087 New	4,087 $205,000

Others Institutions Holding USFR

# of Institutions

617

Shares Held

248M

Call Options Held

Put Options Held

Summit Trail Advisors, LLC New York, NY

27.3M
Shares

$1.38 Billion
45.91% of portfolio
Jpmorgan Chase & CO New York, NY

20.8M
Shares

$1.05 Billion
0.08% of portfolio
Morgan Stanley New York, NY

18.8M
Shares

$947 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

15.6M
Shares

$789 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$646 Million
0.26% of portfolio

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

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Jfs Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History