Smart Money Group LLC Wisdomtree Floating Rate Treas Transaction History
Smart Money Group LLC
- $106 Million
- Q1 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 94,815 shares of USFR stock, worth $4.78 Million. This represents 4.5% of its overall portfolio holdings.
Number of Shares
94,815
Previous 94,815
-0.0%
Holding current value
$4.78 Million
Previous $4.77 Million
-0.0%
% of portfolio
4.5%
Previous 4.5%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
612Shares Held
247MCall 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$645 Million0.26% of portfolio