Portland Financial Advisors Inc Wisdomtree Floating Rate Treas Transaction History
Portland Financial Advisors Inc
- $37.2 Billion
- Q4 2024
A detailed history of Portland Financial Advisors Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Portland Financial Advisors Inc holds 41,394 shares of USFR stock, worth $2.08 Million. This represents 5.6% of its overall portfolio holdings.
Number of Shares
41,394Holding current value
$2.08 Million% of portfolio
5.6%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
586Shares Held
220MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
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Morgan Stanley New York, NY19.2MShares$968 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
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Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio