Moloney Securities Asset Management, LLC Wisdomtree Floating Rate Treas Transaction History
Moloney Securities Asset Management, LLC
- $706 Million
- Q4 2024
A detailed history of Moloney Securities Asset Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Moloney Securities Asset Management, LLC holds 68,907 shares of USFR stock, worth $3.48 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
68,907
Previous 62,731
9.85%
Holding current value
$3.48 Million
Previous $3.15 Million
10.06%
% of portfolio
0.49%
Previous 0.44%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
586Shares 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$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio