Mendel Money Management Wisdomtree Floating Rate Treas Transaction History
Mendel Money Management
- $211 Million
- Q4 2024
A detailed history of Mendel Money Management transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Mendel Money Management holds 4,420 shares of USFR stock, worth $222,591. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,420
Previous 21,031
78.98%
Holding current value
$222,591
Previous $1.06 Million
78.98%
% of portfolio
0.11%
Previous 0.48%
Shares
11 transactions
Others Institutions Holding USFR
# of Institutions
584Shares Held
221MCall 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$969 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$635 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio