Stonebridge Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History
Stonebridge Financial Group, LLC
- $940 Billion
- Q1 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 700,336 shares of USFR stock, worth $35.2 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
700,336
Previous 860,758
18.64%
Holding current value
$35.2 Million
Previous $43.3 Billion
18.62%
% of portfolio
3.75%
Previous 4.77%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
603Shares Held
226MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Morgan Stanley New York, NY19.2MShares$968 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio