Us Financial Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Us Financial Advisors, LLC
- $289 Million
- Q1 2024
A detailed history of Us Financial Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Us Financial Advisors, LLC holds 45,891 shares of USFR stock, worth $2.31 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
45,891
Previous 63,098
27.27%
Holding current value
$2.31 Million
Previous $3.17 Million
27.22%
% of portfolio
0.8%
Previous 1.18%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
496Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio