Parisi Gray Wealth Management Wisdomtree Floating Rate Treas Transaction History
Parisi Gray Wealth Management
- $301 Million
- Q1 2025
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 217,445 shares of USFR stock, worth $10.9 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
217,445
Previous 179,443
21.18%
Holding current value
$10.9 Million
Previous $9.03 Million
21.18%
% of portfolio
3.63%
Previous 2.91%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
593Shares Held
220MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Morgan Stanley New York, NY19.2MShares$967 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$750 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio