Parisi Gray Wealth Management Wisdomtree Floating Rate Treas Transaction History
Parisi Gray Wealth Management
- $266 Million
- Q1 2024
A detailed history of Parisi Gray Wealth Management transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Parisi Gray Wealth Management holds 400,353 shares of USFR stock, worth $20.2 Million. This represents 7.56% of its overall portfolio holdings.
Number of Shares
400,353
Previous 319,034
25.49%
Holding current value
$20.2 Million
Previous $16 Million
25.61%
% of portfolio
7.56%
Previous 6.5%
Shares
5 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