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 $9.21 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
182,442
Previous 171,455
6.41%
Holding current value
$9.21 Million
Previous $8.63 Million
6.3%
% of portfolio
0.39%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
580Shares Held
220MCall 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$971 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio