Sheets Smith Wealth Management Wisdomtree Floating Rate Treas Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 2024
A detailed history of Sheets Smith Wealth Management transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Sheets Smith Wealth Management holds 5,948 shares of USFR stock, worth $299,481. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,948Holding current value
$299,481% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
527Shares 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$798 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$660 Million0.34% of portfolio