Riverchase Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Riverchase Wealth Management, LLC
- $177 Billion
- Q3 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 41,437 shares of USFR stock, worth $2.09 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
41,437
Previous 44,206
6.26%
Holding current value
$2.09 Million
Previous $2.22 Billion
6.34%
% of portfolio
1.18%
Previous 1.41%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
611Shares Held
249MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio