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 $2.57 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
51,161
Previous 50,868
0.58%
Holding current value
$2.57 Million
Previous $2.56 Billion
0.6%
% of portfolio
1.8%
Previous 1.91%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
603Shares Held
228MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Morgan Stanley New York, NY19.2MShares$968 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio