Milestone Investment Advisors LLC Wisdomtree Floating Rate Treas Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
A detailed history of Milestone Investment Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 152,564 shares of USFR stock, worth $7.69 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
152,564
Previous 157,033
2.85%
Holding current value
$7.69 Million
Previous $7.9 Million
3.03%
% of portfolio
2.18%
Previous 2.13%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
533Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$892 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio