Merit Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History
Merit Financial Group, LLC
- $4.65 Billion
- Q2 2024
A detailed history of Merit Financial Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Merit Financial Group, LLC holds 294,659 shares of USFR stock, worth $14.8 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
294,659
Previous 222,871
32.21%
Holding current value
$14.8 Million
Previous $11.2 Million
32.26%
% of portfolio
0.32%
Previous 0.26%
Shares
10 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall 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
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$798 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$660 Million0.34% of portfolio