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 $425,720. This represents 0.3% of its overall portfolio holdings.
Number of Shares
8,467
Previous 8,425
0.5%
Holding current value
$425,720
Previous $423,000
0.47%
% of portfolio
0.3%
Previous 0.32%
Shares
11 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$984 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$981 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$890 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$772 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$649 Million0.3% of portfolio