Stonebridge Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History
Stonebridge Financial Group, LLC
- $1.03 Trillion
- Q2 2025
A detailed history of Stonebridge Financial Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Stonebridge Financial Group, LLC holds 714,063 shares of USFR stock, worth $36 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
714,063
Previous 700,336
1.96%
Holding current value
$36 Million
Previous $35.2 Billion
1.92%
% of portfolio
3.49%
Previous 3.75%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
606Shares Held
258MCall 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$945 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio