Laurel Wealth Advisors LLC Wisdomtree Floating Rate Treas Transaction History
Laurel Wealth Advisors LLC
- $626 Million
- Q4 2024
A detailed history of Laurel Wealth Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 141,723 shares of USFR stock, worth $7.14 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
141,723
Previous 140,841
0.63%
Holding current value
$7.14 Million
Previous $7.07 Million
0.82%
% of portfolio
1.14%
Previous 1.15%
Shares
12 transactions
Others Institutions Holding USFR
# of Institutions
585Shares Held
221MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$752 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio