Puff Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Puff Wealth Management, LLC
- $107 Billion
- Q1 2025
A detailed history of Puff Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Puff Wealth Management, LLC holds 51,733 shares of USFR stock, worth $2.6 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
51,733
Previous 51,624
0.21%
Holding current value
$2.6 Million
Previous $2.6 Billion
0.23%
% of portfolio
2.44%
Previous 4.53%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
598Shares Held
226MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Morgan Stanley New York, NY19.2MShares$967 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$750 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio