Mba Advisors LLC Wisdomtree Floating Rate Treas Transaction History
Mba Advisors LLC
- $198 Million
- Q4 2024
A detailed history of Mba Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Mba Advisors LLC holds 86,216 shares of USFR stock, worth $4.35 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
86,216
Previous 82,178
4.91%
Holding current value
$4.35 Million
Previous $4.13 Million
5.14%
% of portfolio
2.19%
Previous 1.99%
Shares
10 transactions
Others Institutions Holding USFR
# of Institutions
580Shares Held
220MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$971 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$637 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio