Trinity Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q3 2024
A detailed history of Trinity Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 4,085 shares of USFR stock, worth $206,129. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,085Holding current value
$206,129% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
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Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
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Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
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Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio