Legacy Wealth Asset Management, LLC Wisdomtree Floating Rate Treas Transaction History
Legacy Wealth Asset Management, LLC
- $324 Million
- Q2 2024
A detailed history of Legacy Wealth Asset Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 31,439 shares of USFR stock, worth $1.58 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
31,439
Previous 25,315
24.19%
Holding current value
$1.58 Million
Previous $1.27 Million
24.19%
% of portfolio
0.49%
Previous 0.39%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall 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
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$798 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$660 Million0.34% of portfolio