Spartan Planning & Wealth Management Wisdomtree Floating Rate Treas Transaction History
Spartan Planning & Wealth Management
- $106 Million
- Q4 2024
A detailed history of Spartan Planning & Wealth Management transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 24,287 shares of USFR stock, worth $1.23 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
24,287Holding current value
$1.23 Million% of portfolio
1.16%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
580Shares Held
220MCall 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, NY19.2MShares$971 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
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Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio