Stonebridge Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History
Stonebridge Financial Group, LLC
- $1.14 Trillion
- Q3 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 722,793 shares of USFR stock, worth $36.4 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
722,793
Previous 714,063
1.22%
Holding current value
$36.4 Million
Previous $35.9 Billion
1.14%
% of portfolio
3.2%
Previous 3.49%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
267MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
-
Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio