Serenus Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Serenus Wealth Advisors, LLC
- $575 Billion
- Q4 2024
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 4,864,628 shares of USFR stock, worth $245 Million. This represents 42.54% of its overall portfolio holdings.
Number of Shares
4,864,628Holding current value
$245 Million% of portfolio
42.54%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
550Shares Held
219MCall 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, NY19.6MShares$985 Million0.07% of portfolio
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Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC15.4MShares$773 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio