Team Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History
Team Financial Group, LLC
- $168 Billion
- Q3 2024
A detailed history of Team Financial Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Team Financial Group, LLC holds 418,460 shares of USFR stock, worth $21.1 Million. This represents 12.5% of its overall portfolio holdings.
Number of Shares
418,460
Previous 406,598
2.92%
Holding current value
$21.1 Million
Previous $20.5 Billion
2.73%
% of portfolio
12.5%
Previous 13.14%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$892 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio