Root Financial Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Root Financial Partners, LLC
- $807 Billion
- Q4 2024
A detailed history of Root Financial Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Root Financial Partners, LLC holds 17,380 shares of USFR stock, worth $876,821. This represents 0.11% of its overall portfolio holdings.
Number of Shares
17,380
Previous 17,380
-0.0%
Holding current value
$876,821
Previous $873 Million
0.2%
% of portfolio
0.11%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
575Shares Held
219MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio