Strategic Wealth Advisors Group, LLC Wisdomtree Floating Rate Treas Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 182,442 shares of USFR stock, worth $9.18 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
182,442
Previous 171,455
6.41%
Holding current value
$9.18 Million
Previous $8.63 Million
6.3%
% of portfolio
0.39%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
496Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio