Serenus Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Serenus Wealth Advisors, LLC
- $603 Billion
- Q1 2025
A detailed history of Serenus Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 5,598,422 shares of USFR stock, worth $282 Million. This represents 46.76% of its overall portfolio holdings.
Number of Shares
5,598,422
Previous 4,864,628
15.08%
Holding current value
$282 Million
Previous $245 Billion
15.11%
% of portfolio
46.76%
Previous 42.54%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
616Shares Held
248MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.8MShares$947 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$789 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$646 Million0.26% of portfolio