Tci Wealth Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History
Tci Wealth Advisors, Inc.
- $1.15 Billion
- Q1 2025
A detailed history of Tci Wealth Advisors, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 7,560 shares of USFR stock, worth $380,419. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,560Holding current value
$380,419% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
612Shares Held
247MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
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Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
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Morgan Stanley New York, NY18.8MShares$944 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio