Symphony Financial, Ltd. Co. Wisdomtree Floating Rate Treas Transaction History
Symphony Financial, Ltd. Co.
- $816 Million
- Q3 2025
A detailed history of Symphony Financial, Ltd. Co. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 10,963 shares of USFR stock, worth $551,987. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,963Holding current value
$551,987% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
267MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
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Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
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Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio