Kiely Wealth Advisory Group, Inc. Wisdomtree Floating Rate Treas Transaction History
Kiely Wealth Advisory Group, Inc.
- $181 Billion
- Q2 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 1,660,840 shares of USFR stock, worth $83.6 Million. This represents 46.07% of its overall portfolio holdings.
Number of Shares
1,660,840
Previous 1,629,342
1.93%
Holding current value
$83.6 Million
Previous $82 Billion
1.96%
% of portfolio
46.07%
Previous 46.68%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
525Shares Held
224MCall 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
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$891 Million22.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio