Melfa Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Melfa Wealth Management, LLC
- $152 Billion
- Q3 2024
A detailed history of Melfa Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 4,145 shares of USFR stock, worth $208,659. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,145
Previous 4,145
-0.0%
Holding current value
$208,659
Previous $209 Million
0.18%
% of portfolio
0.14%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
522Shares Held
223MCall 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
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$891 Million22.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio