Money Concepts Capital Corp Wisdomtree Floating Rate Treas Transaction History
Money Concepts Capital Corp
- $1.06 Billion
- Q1 2024
A detailed history of Money Concepts Capital Corp transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Money Concepts Capital Corp holds 73,013 shares of USFR stock, worth $3.68 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
73,013
Previous 135,755
46.22%
Holding current value
$3.68 Million
Previous $6.82 Million
46.17%
% of portfolio
0.35%
Previous 0.18%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
496Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio