Steward Financial Group LLC Wisdomtree Floating Rate Treas Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
A detailed history of Steward Financial Group LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Steward Financial Group LLC holds 62,820 shares of USFR stock, worth $3.15 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
62,820Holding current value
$3.15 Million% of portfolio
1.0%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$1.13 Billion0.1% of portfolio
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Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
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Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
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Jpmorgan Chase & CO New York, NY15.8MShares$796 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC13.1MShares$658 Million0.34% of portfolio