Legend Financial Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History
Legend Financial Advisors, Inc.
- $145 Billion
- Q3 2024
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 $2,976. This represents 0.0% of its overall portfolio holdings.
Number of Shares
59
Previous 59
-0.0%
Holding current value
$2,976
Previous $2.97 Million
0.17%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
528Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio