Team Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History
Team Financial Group, LLC
- $149 Billion
- Q1 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 415,015 shares of USFR stock, worth $20.9 Million. This represents 14.05% of its overall portfolio holdings.
Number of Shares
415,015
Previous 410,611
1.07%
Holding current value
$20.9 Million
Previous $20.6 Billion
1.17%
% of portfolio
14.05%
Previous 14.8%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
497Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio