Legend Financial Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History
Legend Financial Advisors, Inc.
- $142 Billion
- Q4 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 $2,974. This represents 0.0% of its overall portfolio holdings.
Number of Shares
59
Previous 59
-0.0%
Holding current value
$2,974
Previous $2.96 Million
0.2%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
572Shares Held
219MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio