Retirement Capital Strategies Wisdomtree Floating Rate Treas Transaction History
Retirement Capital Strategies
- $250 Million
- Q1 2025
A detailed history of Retirement Capital Strategies transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Retirement Capital Strategies holds 10,379 shares of USFR stock, worth $522,063. This represents 0.21% of its overall portfolio holdings.
Number of Shares
10,379
Previous 10,379
-0.0%
Holding current value
$522,063
Previous $522,000
-0.0%
% of portfolio
0.21%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
615Shares Held
247MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.8MShares$944 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$786 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio