Transform Wealth, LLC Wisdomtree Floating Rate Treas Transaction History
Transform Wealth, LLC
- $1.75 Billion
- Q4 2024
A detailed history of Transform Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Transform Wealth, LLC holds 11,242 shares of USFR stock, worth $566,147. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,242
Previous 11,242
-0.0%
Holding current value
$566,147
Previous $564,000
0.18%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
584Shares Held
221MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$969 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$635 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio