Strategic Wealth Partners, Ltd. Wisdomtree Floating Rate Treas Transaction History
Strategic Wealth Partners, Ltd.
- $947 Million
- Q3 2024
A detailed history of Strategic Wealth Partners, Ltd. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 16,624 shares of USFR stock, worth $837,184. This represents 0.09% of its overall portfolio holdings.
Number of Shares
16,624
Previous 17,406
4.49%
Holding current value
$837,184
Previous $875,000
4.69%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
556Shares 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, NY19.6MShares$986 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$773 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio