Rfg Advisory, LLC Wisdomtree Floating Rate Treas Transaction History
Rfg Advisory, LLC
- $2.86 Billion
- Q1 2024
A detailed history of Rfg Advisory, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Rfg Advisory, LLC holds 141,757 shares of USFR stock, worth $7.14 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
141,757
Previous 54,354
160.8%
Holding current value
$7.14 Million
Previous $2.73 Million
161.1%
% of portfolio
0.25%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
496Shares 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