Stegent Equity Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History
Stegent Equity Advisors, Inc.
- $77.8 Million
- Q3 2024
A detailed history of Stegent Equity Advisors, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 4,416 shares of USFR stock, worth $222,080. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,416
Previous 4,406
0.23%
Holding current value
$222,080
Previous $221,000
-0.0%
% of portfolio
0.28%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$985 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$982 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$890 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$772 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$649 Million0.3% of portfolio