Laurel Wealth Planning LLC Wisdomtree Floating Rate Treas Transaction History
Laurel Wealth Planning LLC
- $145 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
616Shares 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$947 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$789 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$646 Million0.26% of portfolio