Strategic Financial Concepts, LLC Wisdomtree Floating Rate Treas Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 260,082 shares of USFR stock, worth $13.1 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
260,082
Previous 4,424
5778.89%
Holding current value
$13.1 Million
Previous $222 Million
856.58%
% of portfolio
0.39%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
585Shares Held
221MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$752 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$635 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio