Qp Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Qp Wealth Management, LLC
- $57.3 Million
- Q3 2023
A detailed history of Qp Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Qp Wealth Management, LLC holds 4,818 shares of USFR stock, worth $242,634. This represents 0.42% of its overall portfolio holdings.
Number of Shares
4,818
Previous 4,562
5.61%
Holding current value
$242,634
Previous $229,000
5.68%
% of portfolio
0.42%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
525Shares Held
224MCall 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
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$891 Million22.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio