Litman Gregory Wealth Management LLC Wisdomtree Floating Rate Treas Transaction History
Litman Gregory Wealth Management LLC
- $1.13 Billion
- Q2 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 6,692 shares of USFR stock, worth $336,942. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,692Holding current value
$336,942% of portfolio
0.03%Shares
1 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
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Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
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Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
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Jpmorgan Chase & CO New York, NY15.8MShares$798 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC13.1MShares$660 Million0.34% of portfolio