Prestige Wealth Management Group LLC Wisdomtree Floating Rate Treas Transaction History
Prestige Wealth Management Group LLC
- $443 Million
- Q1 2024
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 70,100 shares of USFR stock, worth $3.53 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
70,100
Previous 92,999
24.62%
Holding current value
$3.53 Million
Previous $4.67 Million
24.55%
% of portfolio
0.8%
Previous 1.11%
Shares
13 transactions
Others Institutions Holding USFR
# of Institutions
497Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio