Turtle Creek Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Turtle Creek Wealth Advisors, LLC
- $847 Billion
- Q2 2025
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 12,271 shares of USFR stock, worth $619,440. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,271Holding current value
$619,440% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
617Shares Held
249MCall 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$947 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC15.6MShares$789 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$646 Million0.26% of portfolio