Riverchase Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Riverchase Wealth Management, LLC
- $143 Billion
- Q1 2025
A detailed history of Riverchase Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Riverchase Wealth Management, LLC holds 51,161 shares of USFR stock, worth $2.58 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
51,161
Previous 50,868
0.58%
Holding current value
$2.58 Million
Previous $2.56 Billion
0.6%
% of portfolio
1.8%
Previous 1.91%
Shares
2 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$947 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$789 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$646 Million0.26% of portfolio