Roundview Capital LLC Wisdomtree Floating Rate Treas Transaction History
Roundview Capital LLC
- $1.25 Billion
- Q2 2024
A detailed history of Roundview Capital LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Roundview Capital LLC holds 9,900 shares of USFR stock, worth $498,366. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,900Holding current value
$498,366% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
518Shares Held
227MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
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Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
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Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio