Legacy Wealth Managment, Llc/Id Wisdomtree Floating Rate Treas Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 880 shares of USFR stock, worth $44,404. This represents 0.03% of its overall portfolio holdings.
Number of Shares
880Holding current value
$44,404% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
579Shares Held
220MCall 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$971 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
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Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio