Riverchase Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Riverchase Wealth Management, LLC
- $158 Billion
- Q2 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 44,206 shares of USFR stock, worth $2.23 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
44,206
Previous 51,161
13.59%
Holding current value
$2.23 Million
Previous $2.57 Billion
13.63%
% of portfolio
1.41%
Previous 1.8%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
608Shares Held
248MCall 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$945 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio