Sequoia Financial Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Sequoia Financial Advisors, LLC
- $11.6 Billion
- Q1 2025
A detailed history of Sequoia Financial Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 10,494 shares of USFR stock, worth $529,317. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,494Holding current value
$529,317% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
593Shares Held
220MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
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Morgan Stanley New York, NY19.2MShares$970 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
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Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio