Revisor Wealth Management LLC Wisdomtree Floating Rate Treas Transaction History
Revisor Wealth Management LLC
- $221 Billion
- Q1 2024
A detailed history of Revisor Wealth Management LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Revisor Wealth Management LLC holds 13,340 shares of USFR stock, worth $670,868. This represents 0.3% of its overall portfolio holdings.
Number of Shares
13,340
Previous 10,336
29.06%
Holding current value
$670,868
Previous $519 Million
29.13%
% of portfolio
0.3%
Previous 0.6%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
504Shares Held
230MCall 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$662 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$655 Million0.36% of portfolio