Premier Path Wealth Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Premier Path Wealth Partners, LLC
- $634 Billion
- Q3 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 44,509 shares of USFR stock, worth $2.24 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
44,509
Previous 44,397
0.25%
Holding current value
$2.24 Million
Previous $2.23 Billion
0.07%
% of portfolio
0.35%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
521Shares Held
229MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 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$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio