Plante Moran Financial Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Plante Moran Financial Advisors, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Plante Moran Financial Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 68 shares of USFR stock, worth $3,419. This represents 0.0% of its overall portfolio holdings.
Number of Shares
68Holding current value
$3,419% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$985 Million0.07% of portfolio
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Jpmorgan Chase & CO New York, NY19.5MShares$982 Million0.08% of portfolio
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Summit Trail Advisors, LLC New York, NY17.7MShares$890 Million22.36% of portfolio
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Bank Of America Corp Charlotte, NC15.4MShares$772 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$649 Million0.3% of portfolio