Leo Wealth, LLC Wisdomtree Floating Rate Treas Transaction History
Leo Wealth, LLC
- $980 Billion
- Q2 2024
A detailed history of Leo Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Leo Wealth, LLC holds 325,879 shares of USFR stock, worth $16.4 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
325,879
Previous 307,343
6.03%
Holding current value
$16.4 Million
Previous $15.5 Billion
6.07%
% of portfolio
1.67%
Previous 1.58%
Shares
3 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$796 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$658 Million0.34% of portfolio