Sax Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 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 7,747 shares of USFR stock, worth $389,596. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,747
Previous 4,370
77.28%
Holding current value
$389,596
Previous $219,000
77.63%
% of portfolio
0.04%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
517Shares 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