Lumature Wealth Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Lumature Wealth Partners, LLC
- $168 Million
- Q2 2023
A detailed history of Lumature Wealth Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 2,513 shares of USFR stock, worth $126,780. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,513
Previous 2,513
-0.0%
Holding current value
$126,780
Previous $126,000
-0.0%
% of portfolio
0.08%
Previous 0.07%
Shares
1 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