Marshall & Sterling Wealth Advisors Inc. Wisdomtree Floating Rate Treas Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 25 shares of USFR stock, worth $1,258. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25
Previous 25
-0.0%
Holding current value
$1,258
Previous $1.24 Million
1.05%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
615Shares Held
247MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.8MShares$944 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio