Professional Financial Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Professional Financial Advisors, LLC
- $382 Million
- Q4 2024
A detailed history of Professional Financial Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Professional Financial Advisors, LLC holds 49,526 shares of USFR stock, worth $2.5 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
49,526
Previous 32,148
54.06%
Holding current value
$2.5 Million
Previous $1.61 Million
54.4%
% of portfolio
0.65%
Previous 0.43%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
539Shares Held
208MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio