Smart Money Group LLC Wisdomtree Floating Rate Treas Transaction History
Smart Money Group LLC
- $109 Million
- Q2 2025
A detailed history of Smart Money Group LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Smart Money Group LLC holds 65,280 shares of USFR stock, worth $3.29 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
65,280
Previous 94,815
31.15%
Holding current value
$3.29 Million
Previous $4.77 Million
31.18%
% of portfolio
3.01%
Previous 4.5%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
606Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio