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 $242,586. This represents 0.42% of its overall portfolio holdings.
Number of Shares
4,818
Previous 4,562
5.61%
Holding current value
$242,586
Previous $229,000
5.68%
% of portfolio
0.42%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
611Shares Held
249MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio