Prestige Wealth Management Group LLC Wisdomtree Floating Rate Treas Transaction History
Prestige Wealth Management Group LLC
- $465 Million
- Q2 2025
A detailed history of Prestige Wealth Management Group LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 13,083 shares of USFR stock, worth $658,729. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,083
Previous 13,138
0.42%
Holding current value
$658,729
Previous $661,000
0.45%
% of portfolio
0.14%
Previous 0.15%
Shares
18 transactions
Others Institutions Holding USFR
# of Institutions
606Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio