Legend Financial Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History
Legend Financial Advisors, Inc.
- $151 Billion
- Q2 2025
A detailed history of Legend Financial Advisors, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 59 shares of USFR stock, worth $2,970. This represents 0.0% of its overall portfolio holdings.
Number of Shares
59Holding current value
$2,970% of portfolio
0.0%Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
267MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
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Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio