Pathstone Family Office, LLC Wisdomtree Floating Rate Treas Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Pathstone Family Office, LLC holds 7,819 shares of USFR stock, worth $392,670. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,819
Previous 11,559
32.36%
Holding current value
$392,670
Previous $581,000
32.36%
% of portfolio
0.0%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.13 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$796 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$658 Million0.34% of portfolio