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 $3.17 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
62,820Holding current value
$3.17 Million% of portfolio
1.0%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