Triad Wealth Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
A detailed history of Triad Wealth Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 33,965 shares of USFR stock, worth $1.71 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
33,965Holding current value
$1.71 Million% of portfolio
0.62%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
586Shares Held
220MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
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Morgan Stanley New York, NY19.2MShares$968 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
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Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio