Total Clarity Wealth Management, Inc. Wisdomtree Floating Rate Treas Transaction History
Total Clarity Wealth Management, Inc.
- $278 Million
- Q1 2024
A detailed history of Total Clarity Wealth Management, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 259,726 shares of USFR stock, worth $13.1 Million. This represents 4.7% of its overall portfolio holdings.
Number of Shares
259,726
Previous 283,500
8.39%
Holding current value
$13.1 Million
Previous $14.2 Million
8.3%
% of portfolio
4.7%
Previous 6.06%
Shares
8 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$655 Million0.36% of portfolio