Teamwork Financial Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Teamwork Financial Advisors, LLC
- $648 Million
- Q1 2024
A detailed history of Teamwork Financial Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 19,845 shares of USFR stock, worth $998,997. This represents 0.15% of its overall portfolio holdings.
Number of Shares
19,845
Previous 34,928
43.18%
Holding current value
$998,997
Previous $1.75 Million
43.1%
% of portfolio
0.15%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
496Shares 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