Transamerica Financial Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History
Transamerica Financial Advisors, Inc.
- $1.02 Billion
- Q3 2024
A detailed history of Transamerica Financial Advisors, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 45,599 shares of USFR stock, worth $2.3 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
45,599
Previous 19,097
138.78%
Holding current value
$2.3 Million
Previous $961,000
138.29%
% of portfolio
0.22%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
528Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio