Robinson Smith Wealth Advisors LLC Wisdomtree Floating Rate Treas Transaction History
Robinson Smith Wealth Advisors LLC
- $118 Billion
- Q3 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 15,801 shares of USFR stock, worth $797,160. This represents 0.67% of its overall portfolio holdings.
Number of Shares
15,801
Previous 15,801
-0.0%
Holding current value
$797,160
Previous $795 Million
0.18%
% of portfolio
0.67%
Previous 0.7%
Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
528Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio