Sanchez Wealth Management Group Wisdomtree Floating Rate Treas Transaction History
Sanchez Wealth Management Group
- $291 Million
- Q2 2024
A detailed history of Sanchez Wealth Management Group transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Sanchez Wealth Management Group holds 445,550 shares of USFR stock, worth $22.4 Million. This represents 7.7% of its overall portfolio holdings.
Number of Shares
445,550
Previous 518,316
14.04%
Holding current value
$22.4 Million
Previous $26.1 Million
14.01%
% of portfolio
7.7%
Previous 9.37%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall 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
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio