Revisor Wealth Management LLC Wisdomtree Floating Rate Treas Transaction History
Revisor Wealth Management LLC
- $160 Billion
- Q3 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 4,304 shares of USFR stock, worth $217,136. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,304
Previous 10,584
59.33%
Holding current value
$217,136
Previous $532 Million
59.41%
% of portfolio
0.14%
Previous 0.37%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
575Shares Held
219MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio