Reuter James Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Reuter James Wealth Management, LLC
- $552 Million
- Q1 2025
A detailed history of Reuter James Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 411,862 shares of USFR stock, worth $20.8 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
411,862Holding current value
$20.8 Million% of portfolio
3.75%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
617Shares Held
248MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
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Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
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Morgan Stanley New York, NY18.8MShares$947 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC15.6MShares$789 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$646 Million0.26% of portfolio