Verity Wealth Advisors Wisdomtree Floating Rate Treas Transaction History
Verity Wealth Advisors
- $142 Million
- Q3 2024
A detailed history of Verity Wealth Advisors transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Verity Wealth Advisors holds 8,467 shares of USFR stock, worth $426,228. This represents 0.3% of its overall portfolio holdings.
Number of Shares
8,467
Previous 8,425
0.5%
Holding current value
$426,228
Previous $423,000
0.47%
% of portfolio
0.3%
Previous 0.32%
Shares
11 transactions
Others Institutions Holding USFR
# of Institutions
518Shares Held
227MCall 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, NY19.5MShares$983 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio