Legacy Investment Solutions, LLC Wisdomtree Floating Rate Treas Transaction History
Legacy Investment Solutions, LLC
- $120 Million
- Q2 2025
A detailed history of Legacy Investment Solutions, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 2,911 shares of USFR stock, worth $146,568. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,911
Previous 880
230.8%
Holding current value
$146,568
Previous $44,000
231.82%
% of portfolio
0.12%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
611Shares Held
249MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio