Redmont Wealth Advisors LLC Wisdomtree Floating Rate Treas Transaction History
Redmont Wealth Advisors LLC
- $69.1 Million
- Q1 2024
A detailed history of Redmont Wealth Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Redmont Wealth Advisors LLC holds 5,691 shares of USFR stock, worth $286,598. This represents 0.41% of its overall portfolio holdings.
Number of Shares
5,691
Previous 7,102
19.87%
Holding current value
$286,598
Previous $356,000
19.66%
% of portfolio
0.41%
Previous 0.54%
Shares
3 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