Sax Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Sax Wealth Advisors, LLC

$1.04 Billion
Q2 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,370 shares of USFR stock, worth $220,204. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,370

Holding current value

$220,204

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$50.28 - $50.52 $219,723 - $220,772	4,370 New	4,370 $219,000

Others Institutions Holding USFR

# of Institutions

527

Shares Held

228M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

22.6M
Shares

$1.14 Billion
0.1% of portfolio
Morgan Stanley New York, NY

20.6M
Shares

$1.04 Billion
0.08% of portfolio
Summit Trail Advisors, LLC New York, NY

20.3M
Shares

$1.02 Billion
27.13% of portfolio
Jpmorgan Chase & CO New York, NY

15.8M
Shares

$798 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$660 Million
0.34% of portfolio

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

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Sax Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History