Valley National Advisers Inc Wisdomtree Floating Rate Treas Transaction History
Valley National Advisers Inc
- $674 Million
- Q2 2024
A detailed history of Valley National Advisers Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Valley National Advisers Inc holds 3,919 shares of USFR stock, worth $197,321. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,919
Previous 2,681
46.18%
Holding current value
$197,321
Previous $134,000
47.01%
% of portfolio
0.03%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$798 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$660 Million0.34% of portfolio