Roundview Capital LLC Wisdomtree Floating Rate Treas Transaction History
Roundview Capital LLC
- $1.4 Billion
- Q4 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 $499,653. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,900
Previous 9,900
-0.0%
Holding current value
$499,653
Previous $497,000
0.2%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
579Shares Held
220MCall 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$971 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