Trueblood Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Trueblood Wealth Management, LLC
- $239 Billion
- Q2 2025
A detailed history of Trueblood Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 6,000 shares of USFR stock, worth $301,920. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,000Holding current value
$301,920% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
614Shares Held
248MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
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Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
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Morgan Stanley New York, NY18.8MShares$944 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio